Client portal
A branded home your clients actually log into.
Their projects, live results, reports, meetings, files, messages and invoices — in one place, on their own link. No more "can you send me an update?" emails.
All features
Pillar 02 · 6 modules
Clients
Give clients a window, not a monthly PDF.
Everything that faces the client: how they see progress, how work reaches them, and how enquiries turn into revenue.
- 1Client portalA branded home your clients actually log into.
- 2Client intakeOne form becomes a structured brief.
- 3ResultsThe numbers clients care about, live.
- 4Content calendarsA month of content from three fields.
- 5LeadsEnquiry → customer → actual revenue.
- 6Follow-upsAutomated sequences that chase for you.
Inside clients
Every module, wired into one live view.
Nothing here is a separate tool. Each module feeds the same record — so what one sees, the others already know.
- Client portalA branded home your clients actually log into.
- Client intakeOne form becomes a structured brief.
- ResultsThe numbers clients care about, live.
app.clientflow.os / clients / harbour-dentalLive
HD
Harbour Dental
Pod Aurora · SEO + Paid Ads · portal viewed 2 min ago
Project
54%
Activity
- Harbour Dental submitted the intake formClient intakenow
- Follow-up sent to Stonebridge PropertySequences4m
- Invoice INV-0142 paid — £1,850.00Finance8m
- May content calendar approved by the clientContent calendars12m
- Content calendarsA month of content from three fields.
- LeadsEnquiry → customer → actual revenue.
- Follow-upsAutomated sequences that chase for you.
Module by module
What each one actually does.
Client intake
One form becomes a structured brief.
A public request form captures goals, audience, services, timeline and assets, then creates the client, the project and an AI-written brief automatically.
Results
The numbers clients care about, live.
Traffic, rankings and conversions pulled together into a picture the client can read themselves — connecting the work you do to results they recognise.
Content calendars
A month of content from three fields.
Give it a topic, an audience and a month. Get a full calendar of posts with captions, hashtags and suggested posting times, ready for the client to approve.
Leads
Enquiry → customer → actual revenue.
Track every lead your work generates through to whether it became a paying customer, so you can prove the value you created in pounds — not impressions.
Follow-ups
Automated sequences that chase for you.
Build an email sequence once and every captured lead gets followed up on schedule — one of the easiest services to sell on top of what you already do.
Keep exploring
Pillar 02 of 04 — the rest of the system
Try clients on your own agency.
Fourteen days free, no card required. The data above is a demo agency.
Start free trial