
01 · Client portals
Stop emailing files. Give every client a door.
For agencies, studios and consultancies
Your clients want to know where things stand without asking. Give each one a sign-in, their projects, the files that matter, and a button to approve the next milestone. Retainers get paid from the same page. Account managers see all of it; clients see only theirs.
You say
Build a client portal for our design agency. Clients see only their own projects, upload brand files, approve milestones, and pay monthly retainers.
What you get
- Client sign-in with magic links
- Projects, milestones and deliverables
- File uploads with signed links
- Retainer billing through your payments account
- A manager view across every client
What changes
- Fewer 'any update?' emails
- Milestones approved in a click
- Retainers paid on time, from inside the portal
Agents you might create
KaiDeveloper
AtlasOperations
FinnFinance
Runs on its own
- 08:00 daily: flag milestones waiting on a client for more than 48 hours
- Monthly: retainer invoices reconciled by Finance






