Free Agency Client Portal Template
Give agency clients a shared workspace to review deliverables, leave feedback, and track progress.
What this template includes
You get a working app with these features built in. Refine anything later by chatting with Appaca.
- Per-client private workspace
- Structured deliverable feedback
- Project milestone progress bars
- Internal team notifications
The prompt that builds this app
Copy and paste this into Appaca, or click the button to send it now. You can edit it before submitting.
Build an agency client portal app where each client gets a private workspace showing their active projects, deliverable status, and shared files. Clients can leave structured feedback on deliverables - approve, request changes, or flag an issue - without needing to send an email. Track project milestones and display a progress bar for each engagement. Notify the internal account team when a client leaves feedback or approves a deliverable.
Want to go deeper on client management software?
Client management software keeps contacts, projects, and communications in one place. Appaca builds the client tool around the way your service or agency runs each engagement.
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ViewQuestions & answers
Yes. You can build the template app inside Appaca for free. The free plan includes 100 AI credits per month. If you outgrow the free tier you can upgrade at any time.
No. The template is a prompt that Appaca turns into a working app for you. You can refine fields, views, and rules by simply chatting with the AI in plain English.
Yes. After Appaca builds the app, you can keep refining it through chat - add fields, change the layout, connect new data, or adjust workflows whenever your needs change.