How Agencies Can Build a Better Client Portal
A client-portal framework for creative, marketing, and software agencies that want clearer approvals.
Design the approval loop
Show what is happening, what needs approval, who owns it, and what happens next. Use comments tied to a deliverable, decision, and deadline.
Build only what gets used
A portal can combine an existing project tool with a focused custom layer. Explore custom software or map your workflow with Zynt.
Make approvals specific
A request for feedback should identify the deliverable version, the approver and the deadline. Once approved, preserve that decision rather than silently replacing the file with a newer version. Give clients a simple view of pending actions and keep internal discussion separate.
- Tie each approval to a deliverable version.
- Notify the person responsible for the next action.
- Check that each client can see only their own project.