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CLIENT PORTAL

Your domain, your logo, your colors. Projects, approvals, invoices and retainer balance in one calm place.
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portal.nord.studio
Studio NordLA

Waiting on you

Acme brand identity

Awaiting approval
Approved
ApproveRequest revision

Retainer balance

14 of 20 h left

Invoices

1 open

IN THE PRODUCT

The same portal takes on each agency's name, then a client approves one piece of work and asks for a revision on another.

  1. 01

    Make it yours

    Use your SmoothOS subdomain or connect your own domain. Add your logo, colors and app name. Sign-in is branded too.

  2. 02

    Invite the client

    Set up the client's company tree, with roles like owner, manager and finance, and members scoped to a brand or project.

  3. 03

    They follow and approve

    Clients see active projects, client-visible tasks, files and invoices, and approve work or ask for a revision.

  4. 04

    Revisions feed memory

    Every revision note is written to the brand's dossier, so your team doesn't repeat the same miss.

Your domain, your sender

A subdomain from day one, or your own domain. Emails go out from your sending domain.

Your look

Logo, colors and app name change per agency, sign-in screen included.

Approvals and revisions

Clients approve shared work or request a revision. Social posts get the same approve or change flow.

Invoices and retainer balance

Invoices and their PDFs, plus a retainer balance card. You can hide payments if you prefer.

Onboarding wizard

New brand and rebrand paths. The answers feed the brand profile.

Company tree and roles

Parent companies, subsidiaries and roles. Access never flows up or sideways.

What it won't do

It never shows a draft invoice, an internal task or another client's data.

Works with

DOSSIER

The client said no once. SmoothOS remembers forever.

Every brand gets a dossier that grows with every meeting, file and revision, and becomes the brief your whole team works from.

Explore

FINANCE

Invoices that are right the first time, in any currency.

Drafts, VAT, export exemptions, the official rate on the issue date and PDF documents, all calculated by the system.

Explore

The client portal is where your clients log in to follow projects, approve work and see their invoices and retainer balance. It carries your logo and colours on every plan, and your own domain on the Agency and Scale plans.

Not today. Clients see their invoices and download the PDFs. Draft invoices never appear.

Yes. Every agency gets a subdomain, and you can connect your own domain. Custom domains depend on your plan.

Only their own company's data, plus sub-companies you allow. Only tasks you mark client-visible. Never drafts or internal tasks.

Proposals, reports, growth dashboards, information requests, files, team and settings, alongside projects, approvals and invoices.

Take the 3-minute tour