Agency client portal

The client portal that answers “what’s happening with my account?”

Every “quick update?” email is a small failure of visibility. Phloz gives each client a magic-link portal — their tasks, their requests, their approvals, their plans, a client-safe view of their tracking — branded as your agency, included on every plan, and portal contacts never take a seat.

What your clients see

Progress without the status call
Every task and request you share shows the client a progress bar and, when you set one, its due date. The client is emailed when an item moves to In progress, when it is Completed, and when you ask for their approval (not at every status change), with a reminder after 3 and 7 business days if an approval goes unanswered, and each of those emails carries a “Stop these updates” link. A client who still wants news presses “Ask for an update” on an open item, at most once every 48 hours, and the assignee is notified (or your owners and admins, when nobody is assigned), so the question reaches your team tied to that item instead of starting another email thread.
Their work, without your internals
Clients see the tasks you mark client-visible — a progress bar, due dates, approvals — and never the internal ones or their descriptions. The distinction is made task by task, so the messy middle of delivery stays yours while the commitments stay visible.
Requests with a receipt
Clients ask for work from the portal — what they need and the details — or by emailing their own forwarding address, and get a reference like KELD-R17 and an emailed receipt straight away. Your team accepts (with an assignee), declines with a reason the client sees, or marks it as a duplicate; clients cannot set priorities or deadlines, so your queue stays yours. Once you share a request, its progress shows like any shared task; mark it Waiting on client and they are reminded after 3 and 7 business days, and the request closes if 21 days pass without an answer.
Approvals they can actually sign off
Set an approval policy per client (none, optional, or required) and clients approve deliverables from the portal itself. Approved work locks, so "which version did they sign off on" stops being an email-archaeology question.
The plans behind the work
PPC campaign blueprints, SEO page plans, and department notes can be flipped client-visible per document — the client reads the current version in the portal, read-only, instead of a stale PDF from three weeks ago.
A picture of their tracking
When you enable the tracking-health card, clients see a compact pipeline strip of their own setup — the same labeled lanes your map uses, deliberately client-safe: generic tracking-point types, coverage and verified states, never your internal labels, broken states, findings, or scores.
Replies that land in your inbox
When a client replies from the portal, it threads into your agency inbox against the right client — not into a personal mailbox that goes quiet when someone is on holiday.

See it in 54 seconds

A sample client in a demo workspace, captioned, no voiceover. Chapters and the on-screen text

Why magic links and per-client pricing matter

No passwords to reset
Portal access is a magic link — the client clicks and they are in. No account creation, no forgotten-password loop, no "can you resend my login" emails. For the champagne problem of a client who actually wants to check their portal, friction is the killer; the link removes it.
Clients never take a seat
Client portal access is free and unlimited on every plan, Starter included. Plans are sized by active clients, with your own team's seats included (paid plans can add more); portal contacts never count against them, so a client with three stakeholders who all log in costs nothing extra. Tools that price per portal user quietly turn transparency into a metered cost.
Your brand on it
Set your agency display name, accent color, and logo on any plan — the portal reads as yours. On Business and above, the "Powered by Phloz" footer can come off and the portal can run on your own domain, sign-in page included: you add the DNS records, then email us and we connect it. Some of Phloz stays visible: the sign-in and monthly report emails and the report PDF keep a Phloz footer, all mail is sent from a Phloz address, and other client email ends with a short "Sent by Phloz on behalf of" line with a link to report misuse until white-label is on and the workspace is paying and at least 30 days old.
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What the portal doesn’t do

Agencies shopping for a portal often want the contract, the onboarding and the file exchange in the same place. Here is where Phloz stops, so you can plan the rest of the stack.

Contracts, e-signatures and invoices
Phloz writes no proposals or contracts, collects no e-signatures and sends no invoices. Keep a tool built for contracts, e-signatures and client payments, such as HoneyBook, Dubsado or Bonsai, or your accounting software for invoices, and run the delivery in Phloz once the client has signed.
Client uploads
Clients view and download the files you share (uploading files to share takes Pro or above), but they cannot upload into the portal, and requests take no attachments yet; clients paste links instead.
A client-side onboarding checklist
There is no checklist for the client to work through. Onboarding runs on your side: intake forms (every plan, 1 on Starter) collect a prospect's details, and converting the lead into a client adds three internal tasks — a kickoff call, collecting access to GA4, GTM, ad accounts and the website, and building the tracking map. Share the access task and mark it Waiting on client: the client's portal contacts are emailed your note (Draft an access ask starts it from the accounts on the client's page), reminded after 3 and 7 business days, and answer on the task's page in the portal.

Agency client portal FAQ

What is an agency client portal?
A client-facing view of the work an agency runs for that client: visible tasks and their status, deliverables awaiting approval, shared plans, and — in Phloz — a client-safe picture of their tracking setup. Its job is to answer "what is happening with my account" before the client emails to ask, which is where most agency–client friction actually starts.
How do clients log in to the Phloz portal?
They don't, in the password sense. You send a client contact a sign-in link (or copy it and send it yourself). The link works once and expires after 60 minutes; using it signs the contact in for 30 days. When that session ends, they ask for a fresh link on the portal's sign-in page and it arrives by email. No account signup, no password to forget or reset, and you can turn a contact's access off at any time, which signs them out.
Will a portal stop clients asking for status updates?
It gives them somewhere to look first, for the work you share. Shared tasks and requests show a progress bar and, when one is set, a due date, and the client is emailed when an item moves to In progress, is Completed or needs their approval (reminded after 3 and 7 business days if they haven't answered), with a “Stop these updates” link in each of those emails. A client who wants more presses “Ask for an update” on an open item (at most once every 48 hours), which notifies the assignee, or your owners and admins when nobody is assigned, rather than starting a new email thread. Work you keep internal stays out of the portal, so it only answers for what you choose to share.
Can clients see internal tasks, notes, or scores?
No. Visibility is opt-in per item: tasks are only shown when marked client-visible, plans only when flipped client-visible, and internal notes never appear. The tracking-health card is deliberately client-safe — it shows coverage with generic tracking-point types and never surfaces broken states, findings, internal labels, or scores. The diagnostic detail stays on your side of the glass.
Can clients request work through the portal?
Yes. A client files a request — what they need and the details — in the portal, or by emailing their forwarding address (when their email domain passes DMARC authentication), and gets a reference like KELD-R17 and an emailed receipt. Your team accepts it (with an assignee), declines it with a reason the client sees, or marks it as a duplicate. The client sees Received, Accepted or Declined, and once you share it, its progress and due date — with an email when it moves to In progress or Completed. If you mark it Waiting on client, they're reminded after 3 and 7 business days, and an unanswered request closes after 21 days (a shared task can wait on them too, and never closes on its own). Clients can't set priorities or deadlines, and attachments aren't accepted yet.
Is the portal white-label?
Partly, and here is where the line sits. Every plan shows your agency display name, accent color, and logo. On Business and above the "Powered by Phloz" footer can come off the portal and the portal can run on your own domain, its sign-in page included (you add the DNS records, then email us to connect it). The sign-in and monthly report emails and the report PDF keep a Phloz footer, all mail is sent from a Phloz address, and other client email ends with a short "Sent by Phloz on behalf of" line with a link to report misuse until white-label is on and the workspace is paying and at least 30 days old. What Phloz does not do is white-label reseller fulfilment: it is the operations platform your agency runs on, not a service you resell as your own product.
Does the portal handle contracts, e-signatures or invoices?
No. Phloz writes no proposals or contracts, collects no e-signatures and sends no invoices. A client's approval of a deliverable, or their confirmation that they have reviewed their tracking report, is recorded in Phloz, but neither is a contract signature. Keep a contracts-and-payments tool such as HoneyBook, Dubsado or Bonsai, or your accounting software for invoices, and run the delivery in Phloz once the client signs.
Can the portal run client onboarding?
Not as a checklist the client works through. Onboarding runs on your side: intake forms (every plan, 1 on Starter) collect a prospect's details, and converting the lead into a client adds three internal tasks — a kickoff call, collecting access to GA4, GTM, ad accounts and the website, and building the tracking map. A client you add by hand starts without them. Share any task and it shows in the client's portal with a progress bar; mark it Waiting on client and the client is emailed what you need, reminded after 3 and 7 business days, and answers on the task's page; unlike a request, a shared task never closes on its own.
Can clients upload files to the portal?
No. Clients view and download the files you mark client-visible (uploading files to share takes Pro or above), but they cannot upload, and requests take no attachments yet, so clients paste links instead. To collect a file from a new prospect, an intake form on Pro or above can take one, up to 4 MB.
How much does the client portal cost?
Nothing beyond your plan: portal access is free and unlimited on every plan, Starter included, and clients never count as seats. Your plan is sized by active clients and your own team's seats — client portal users never count, whether 3 or 30 of a client's stakeholders log in.

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