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Client portal for agencies

Give each client its own portal for drafts, final files, sign-off and the assets you need from them. They open it from their email, and you can see what they have looked at.

Create a client portal How it works

Updated 8 November 2026

What agencies put in a portal

  • Work for sign-off

    Share the draft, then send an approval request. The client approves it or asks for changes, and you see who answered and when.

  • Final files

    Share brand packs, exports and documents from File Drop. The activity shows each download and who made it.

  • Assets from the client

    Send a file request for logos, photos or copy. They upload from the portal, with a note if they want to add one.

  • Questions with a deadline

    Ask something like "Can you confirm the launch date?" with a due date. They get one reminder email if it passes without an answer.

  • Project milestones

    Share cards from your Task Board so the client can see each one's title, description, due date and whether it's done.

  • Your agency's look

    Your logo and colours on every portal, and your own subdomain such as portal.youragency.com if you want one.

Setting up a portal for a new client

  1. Create the portal

    Name it after the client or the project and add a short welcome message. Make it private to you or leave it visible to your team.

  2. Invite the client's team

    Make your main contact an admin so they see every request. Others can be viewers, who see the requests for everyone and the ones assigned to them.

  3. Add the first files and requests

    Share the brief or first draft, then ask for the approvals and assets you need, each with a due date.

  4. Keep an eye on it

    The activity timeline shows visits, downloads and answers. Accept or reject each answer as it comes in.

One portal per client, or one per project

Each portal has its own people, files and requests, so a client only ever sees their own work. Retainer clients often keep one portal for everything, while project work suits a portal per project that you archive when it ends.

Archiving stops every link to that portal. Restore it later and the same links work again.

Questions

Does the client need a Raq.com account?

No. Each person you invite gets an email with their own link, and the portal opens from it without a password.

Can different people at the client see different requests?

Yes. Assign a request to one person and only they and the client's admins see it. A request for everyone shows to everyone in the portal. Shared files show to everyone.

Can the client leave comments on a design?

Not inside the portal. They can approve or reject, answer a question you ask, or add a note when they upload. Raq.com's Page Feedback is a separate tool for comments pinned to a web page.

Can our AI agent run the portals?

Yes. Connect Claude, ChatGPT or another agent to Raq.com and it can create portals, invite people, share files, send requests and tell you which answers are waiting. Clients only see the portal.

More client portal guides

Set up a portal for your next client

Sign-up goes through Raq.com. It opens ready for your first portal.

Create a client portal