Client Portal for Design Agencies
An approval trail on every brief and revision round: proposals, project visibility, client sign-off, and invoicing, working alongside Figma or a dedicated design-review tool for pixel-pinned feedback.
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4.8/5★★★★★rating · 6 reviews on G2By Sharifur Rahman, Founder of Taskip · Last updated October 19, 2026
What Design Agencies Actually Need From a Client Portal
Taskip, a white-label client portal, is best for design agencies that want briefs, proposals, client comms, projects and invoicing in one tool, flat from $12/mo, the same setup 1,850+ agencies in 40+ countries run on, including Panze Studio, which tripled project capacity from 5 to 15 concurrent projects after moving onto it. It works alongside Figma or a dedicated design-review tool for pixel-pinned feedback, not instead of them. Projects stall for reasons that have nothing to do with the design itself: a brief buried in an inbox, a revision round nobody agreed to, or an invoice sent weeks after delivery. Taskip keeps an approval trail on every brief and revision round, and runs the proposal, the project board, and the invoice in one place your client can actually log into, with a single magic link and no password to create or remember.
What is a client portal for design agencies?
A client portal for design agencies is a branded workspace where each client follows their project from brief to final delivery. They see project status, leave feedback tied to a revision round, approve the final design, and pay invoices, alongside Figma or a dedicated design-review tool for pixel-pinned annotation on the actual mockup. Taskip runs the relationship and the record, not the pinned comment, in one workspace instead of email threads, spreadsheets, and a separate invoicing tool.
Built Around How Design Projects Actually Run
Five stages, one workspace, and a client who can see exactly where their project stands without a status-update email.
- 01
Brief
The client brief lands with scope, references, and deadline, logged before design work starts.
- 02
Concept
Initial concepts and a proposal go out for direction sign-off before full production begins.
- 03
Design
The team builds the deliverable, brand identity, UI, or print, on a board the client can watch.
- 04
Client Review
Feedback goes out for review and approval, tied to the revision round it belongs to.
- 05
Delivered
Final files ship and the invoice goes out referencing exactly what was approved.
What to Look For in a Client Portal for Design Agencies
On paper every portal ticks the same boxes, and a design studio only finds the gaps in the middle of round two. These are the eight things that actually decide whether it survives contact with a real design project, whichever tool you end up choosing.
Clients comment in Figma, you approve the round in Taskip
That split works because each tool does the job it is actually good at. Figma handles the pixel-pinned comment on the mockup, using a free View seat so clients never need a paid account. Taskip closes the round, keeps the approval record, and ties the next invoice to what was actually approved.
Source: Figma, Guide to Collaborating With ClientsAccess without another password
A founder approving round two from their phone will not stop to reset a password. Pick a portal where one emailed link opens the review, so approval happens the day the round lands.
Source: Baymard Institute, password requirements researchProposals and contracts before the brief starts
A studio earns nothing until a signed proposal becomes a kickoff date. If the contract is signed in one app and the brief lives in another, the project starts with copy and paste.
Invoicing tied to the project it belongs to
If billing lives in a separate tool from the approval record, disputes over what was delivered turn into disputes over what was paid for.
A CRM view across every client, not just one project
You need to see which clients are up for a new project, which are at risk, and what every open proposal promised, not just the status of the project in front of you.
Real white-label, not a logo slot
A logo upload alone still leaves a vendor's name in the address bar. A custom domain matters when a brand client is paying premium rates for a studio identity and opens review links on their phone.
Pricing that does not punish growth
Per-seat pricing scales with your team. For a studio running design, production, and account staff through the same tool, a flat rate is usually cheaper by the third or fourth hire.
It stays current without manual updating
If someone has to update it after each round, the portal will show the concept stage while the team is already in production. It has to be the project board the designers actually work from.
Do You Need a Full Client Portal, or Just a Design-Review Tool?
For a design agency the honest starting question is not build versus buy, it is whether Figma comments or a dedicated review tool already covers what you need. Here is the real range of options.
A shared Drive or Dropbox folder
- Best for
- One or two clients, and you are comfortable tracking approvals in a spreadsheet or by memory.
- Cost
- Free.
- Tradeoff
- No version history tied to feedback, no client login beyond a shared link, and no record of which round was actually approved. "Final_v3_REAL_FINAL" is not an approval trail.
A guest seat in your project tool
- Best for
- You already pay for ClickUp, Monday, or Airtable and just want the client to see project status alongside Figma comments.
- Cost
- Often free. Most project tools include guest or viewer seats, or add them cheaply, so design agencies share work in progress without a new subscription.
- Tradeoff
- The client lands in your ClickUp or Monday workspace instead of a studio-branded page, and there is no proposal signing or invoicing. A badly set guest permission can also expose production tasks the client was never meant to see.
A Notion project hub
- Best for
- A handful of clients, and you are comfortable updating a shared page by hand between review rounds.
- Cost
- Free to build, or a one-time template fee, but the real cost is the hours spent maintaining it between review rounds.
- Tradeoff
- Clients open a shared page rather than a login, there is no invoicing or signing, and by the third revision round nobody can tell which Notion page holds the approved concept.
A dedicated design-review tool alone
- Best for
- Agencies whose main client-facing deliverable genuinely is pixel-pinned feedback on a mockup, and everything else happens over email.
- Cost
- Roughly $9 to $215 a month depending on the tool and team size.
- Tradeoff
- It is built for one job. Proposals, contracts, client status, and invoicing all live somewhere else, which puts you back into the fragmented stack you were trying to avoid.
An off-the-shelf portal, paired with Figma or a review tool
- Best for
- A growing roster of clients where briefs, proposals, project visibility, and invoicing all need one home.
- Cost
- Roughly $12 to $200 a month, and for a studio the number that moves is how many designers, producers and account staff the tool bills for.
- Tradeoff
- A monthly subscription, and the portal's roadmap is not yours. You also keep paying for Figma seats or a review tool, because pinned comments stay there. What you stop owning is hosting, patching and uptime for the client-facing side.
A custom-built portal
- Best for
- Larger studios with in-house developers and requirements no off-the-shelf tool covers.
- Cost
- A custom build means writing file review, feedback threads, client login and invoicing yourself, which is months of developer time before a single client sees a brand concept in it.
- Tradeoff
- Every bug in your portal lands on a design lead's desk, and those hours are never billed. The build is the cheap part; the second year of fixes and client requests is what studios miss.
The short answer
Rough rule: if the only thing your client ever does is comment on a mockup, Figma or a dedicated review tool alone is enough, and a full portal is overhead. Once proposals, client visibility across projects, or invoicing become real friction, pair a dedicated portal with whichever tool already handles pixel-pinned feedback, rather than trying to make either tool do both jobs.
How the Main Options Compare
Taskip is not a design-review tool, and pretending otherwise wastes your time. Here is where each option genuinely fits, and what it is missing.
| Option | Best for | Pricing model | White-label | Invoicing built in | Pinned design annotation |
|---|---|---|---|---|---|
| Taskip | Design agencies that want briefs, proposals, client comms, projects and invoicing in one tool, flat from $12/mo | Flat, from $12/mo | Yes, custom domain | Yes | No, clients comment in Figma, you approve the round in Taskip |
| SuperOkay | Boutique studios wanting the portal itself to look designed, with embedded Figma | Flat tiers | Yes, on paid tiers | No | Yes, via embedded Figma |
| Filestage | Agencies running standardized, multi-stage creative review at scale | Flat tiers, from $199/mo billed monthly | Not publicly confirmed | No | Yes, this is its core |
| HoneyBook | Solo designers and small studios wanting contracts, invoicing and scheduling bundled | Flat tiers, from $29/mo | Limited | Yes | No |
| Assembly (formerly Copilot) | Productized design services that want a polished client-facing app | Priced in tiers by contact count and internal users, from $29/mo billed annually | Yes | Yes | No |
| A shared Drive folder | One or two clients, comfortable tracking approvals by hand | Free | No | No | No, and no version history either |
Prices checked October 2026 on each vendor's pricing page. Tiers change, so confirm current pricing before deciding. Most agencies that need both a portal and pixel-pinned review end up running one of each rather than choosing between them.
Why Client Portals Fail at Design Agencies
The common objection is "my client just comments on the Figma file, that is all they need," and it is usually half right. Four things make design clients stop opening the portal, and each has a fix.
It cannot show which round a comment belongs to
FixDo not try to force pixel-pinned annotation into a general portal. Keep pinned design feedback in Figma or a dedicated review tool and use the portal for the round-level approval record and everything around it.
It shows the client your production board, not their decisions
FixThe client view should answer three questions: what stage is my project at, what do you need from me, and what am I being asked to approve. Keep production-level detail on your side of the wall.
Round status is out of date, so clients email instead
FixPut the board where the designers already work. A copy updated by hand after each round falls behind within a couple of weeks, and the client goes back to asking by email.
After the first approval there is nothing to return for
FixGive each round a task for the client: a concept to approve, a milestone invoice to pay, the next brief to submit. A folder of exported files gets opened once and forgotten.
How Taskip Works for Design Agencies
Turn Briefs Into Signed Projects
Control your entire sales process from first brief to signed contract.
- Custom pipeline stages from brief to signed project
- Drag-and-drop deal management with project value
- Proposal and contract go out before the brief form does
- Automated follow-up tasks and reminders
Client Feedback in One Thread
Every conversation about a project lives on one project thread, not scattered across email and Slack.
- A single thread per project, so round-two notes are not split across email and Slack
- Feedback and approvals timestamped and tied to the round
- Studio chatter about a layout stays off the thread the client sees
Projects Your Client Can Actually See
Client-visible progress in a fully white-labeled portal, without exposing your internal production board.
- A board per client showing only the stages they need to act on
- Brief, concept, design, and review stages the client can follow
- Files, brand assets, and deliverables filed against the right project
Invoicing Tied to the Work
The part of a studio that compounds: billing that runs on its own.
- Invoices tied to the project and the round that triggered them
- Automated reminders so payments never sit unanswered
- Milestone invoices are paid by card or PayPal from the portal where the round was approved
How Client Sign-Off Works in Taskip
Most disputes with a design client are about what was approved, not what was delivered. The record shows which concept was proposed, which round was signed off, and what that round cost.
- Step 1
Propose
Scope and pricing go out as a signable proposal from the portal the client will use for the whole project.
- Step 2
Brief
Intake forms collect the brief, references, and brand assets before design work starts.
- Step 3
Review
Notes on each round land on the project thread with a timestamp, and your designers answer in that same thread.
- Step 4
Approve
Each round is marked approved, which closes it and opens the next.
- Step 5
Invoice
The invoice goes out referencing the round or milestone it was triggered by.
To be clear about what this is: Taskip holds the signed proposal, the round-by-round thread, the approvals and the invoice they trigger. It does not render pixel-pinned annotation on a live design file the way Figma or a dedicated review tool does. Agencies pair Taskip with one of those for that, and keep the relationship, the approvals, and the billing here.
3×
project capacity at Panze Studio, from 5 to 15 concurrent projects
8+ hrs
saved weekly on admin, follow-ups, and invoicing at Panze Studio
5
tools Panze Studio replaced: Doplac, Forms, TidyCal, Discord, and manual invoicing
$12/mo
flat starting price, not billed per client
Real results
Panze Studio: 3× project capacity, 5 → 15 concurrent projects
Everything Design Agencies Need in One Platform
White-Label the Whole Experience
- Your logo, your colors, your custom domain
- Taskip branding stays out of the client's view, with full white label included on Growing Agency and Agency Pro and sold as an add-on on Freelancer and Startup Team
- Clients log into your studio, not into someone else's software
Client Intake Without the Back and Forth
- Forms for briefs, references, and brand assets
- Collect everything before design work starts, not mid-project
- Everything filed against the right client automatically
Proposals and Contracts Before Kickoff
- An accepted proposal converts straight into the deposit invoice
- Signed contract and deposit invoice leave in the same send
- Scope changes mid-project become a new quote with its own paper trail
One Workspace for the Whole Team
- Role-based permissions for designers, producers, and account managers
- Internal discussion separate from client-facing threads
- Hours logged per client for studios billing by the hour or on a design retainer
Design Agencies Love Taskip
“I enjoy discovering different industries and understanding their users so I can design something that actually works, not just something that looks pretty.”
Mahmudul Hasan
Founder & Lead Designer, Panze Studio
“Taskip has transformed how we manage projects. Its intuitive tools streamline workflows, save hours weekly, and make client handovers seamless.”
Nurul Amin
Founder, Bitcommerz
Taskip Features for Design Agencies
FAQs: Taskip for Design Agencies
What is a client portal for a design agency?
A client portal for design agencies is a branded workspace where each client follows their project from brief to final delivery. They see project status, review and approve revision rounds, sign proposals, and pay invoices, alongside Figma or a dedicated design-review tool for pixel-pinned annotation. For the agency, it replaces the mix of email, spreadsheets, chat apps, and a separate invoicing tool most projects get managed with.
Is a client portal the same as a design-review tool?
No. A tool that tries to be both tends to do only one job well. A design-review tool like Figma comments or Filestage shows pixel-pinned annotation directly on the mockup. A client portal is the workspace for everything around the design: proposals, briefs, project status, and invoicing. Studios that need both usually keep Figma or Filestage for pinned notes and Taskip for everything around the round.
What should a design agency client portal include?
Six things, at minimum: a proposal and contract flow before the brief starts, intake forms for the brief and brand assets, client-visible project status, a record of approved revision rounds, invoicing tied to the project, and support requests for ad-hoc work. Taskip covers all six, and pairs with Figma or a dedicated review tool for pixel-pinned feedback.
Can design clients open the portal on our studio's own domain?
Yes. A client opening a concept review sees your studio's domain, logo and colors on every paid plan. Removing Taskip branding completely is included on Growing Agency ($59/month) and Agency Pro, and is a paid add-on on Freelancer and Startup Team. That decides whether a brand client sees your studio or a software vendor on each review page.
How does invoicing work across multiple projects?
Each invoice ties back to the project and the round that triggered it, so a client asking "what is this charge for" gets an answer instead of a guess. Ad-hoc requests come in as support tickets instead of a separate email thread, and recurring retainer work bills automatically on schedule.
How much does a client portal for design agencies cost?
Plans start at $12/mo on a flat rate, whatever the number of design clients. A client portal for design agencies generally runs from around $12 to $200 a month, separate from whatever you already pay for design review. The bigger variable is the pricing model: flat-rate tools charge the same whether you have three clients or thirty, while per-seat tools multiply as your team grows. Briefs, proposals, project boards, signed approvals, invoices and support requests sit in one subscription, which replaces 8+ tools a studio would otherwise stitch together.
Should I just use Figma comments instead of a full portal?
If the only thing your client ever does is comment on a mockup, yes, Figma or a dedicated review tool alone is enough, and a full portal is overhead. Once proposals, client visibility across projects, or invoicing start creating real friction, that is the point to add a dedicated portal alongside the review tool, not instead of it.
Will design clients log in to approve rounds, or keep replying by email?
Design clients log in when something needs them: a round waiting for approval, a milestone invoice, a new brief form. They stop when the portal copies Figma comments badly, shows the internal production board, or lags a round behind. Send the link with each review request and the portal becomes the first place they check.
Does this work alongside Figma or SuperOkay?
Yes. Taskip does not render pixel-pinned annotation on a live design file, so agencies pair it with Figma or a dedicated review tool for that and use Taskip for the proposal, the brief, the client relationship, and the invoice around it.
Is there a free client portal for design agencies?
There are free tiers and free design-review tools for one or two clients, and they can be enough at that scale. The usual limits on the portal side are no white-labeling, no invoicing, caps on clients, and no approval record, which is the piece that matters most when a project scope gets disputed. If you are running several concurrent projects, the cost of a paid portal is typically less than one unbilled hour a month spent chasing approvals across email.