AgencyKit's client portal software gives every client one branded place to accept proposals, sign contracts, pay invoices online, and follow their project, instead of asking you "where are we?" on WhatsApp. On Agency Pro, it carries your brand and only your brand.
The AgencyKit client portal is a secure, branded space for each of your clients. In it, a client can review and accept proposals, e-sign contracts, view and pay invoices online, and follow the progress of their work, all in one place, on any device. It is included in the Agency plan at $29 a month, and on Agency Pro the entire experience is white-labeled under your own brand.
The proposal is in one thread, the contract in another, the invoice attached somewhere in March. Clients can never find anything.
Every status question interrupts your day. Multiply by ten clients and updates become a part-time job.
Big agencies give clients a portal. Sending PDFs over WhatsApp tells clients you are not there yet, even when your work is better.
And everything they should NOT see stays invisible: your costs, notes, margins, and other clients.
Send a portal invite from the client's page. They open a protected link on any device, nothing to install, no password reset tickets for you.
Clients review the proposal in the portal and accept in one click, and your pipeline updates the moment they do.
The signature happens right in the portal with a full verification record, no printing, scanning, or chasing.
Clients see what's due and pay via Stripe, PayPal, or Paymob. The payment records itself and your dashboard updates instantly.
Clients watch deliverables complete in real time, including retainer usage, so "where are we?" answers itself.
Your logo and details on Agency. On Agency Pro: your name, colors and gradients everywhere, with zero AgencyKit mentions.
On Agency Pro the portal, the emails it sends, and every PDF the client downloads carry your identity, logo, colors, even your gradient. Your clients experience a polished branded platform, and the only name they associate it with is yours.
Explore white labelPortal, emails, and PDF documents, one consistent brand across everything the client touches.
| Capability | AgencyKit | Standalone portal tool |
|---|---|---|
| Proposals, contracts & invoices inside | Native, same records | Synced or uploaded manually |
| Online payment on invoices | Built in | Via integrations |
| Live project & retainer progress | From real tasks | Updated by hand |
| White label | Full, incl. emails & PDFs | Often extra cost |
| Extra subscription needed | No, part of the workspace | $25–50/mo on top |
Invite your first client in minutes, and retire the "can you resend that?" email forever.
14-day free trial · Portal on Agency & Pro · Cancel anytime