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Greta.Agency
Client Portal/Agencies

Build a client portal
for Agencies.

Built for digital agencies, creative studios, and professional service firms.

We build client portals that give your clients a clean, branded space for every engagement.

Professional client experienceReduced status update overheadBranded to your agency3–6 weeks
The problem

Why Agencies companies struggle with this.

1

Project management tools that don't match how your agency delivers and bills

2

No clean client experience for sharing deliverables, getting approvals, and reporting progress

3

Team utilization and capacity planning spread across spreadsheets and assumptions

4

Invoicing and retainer management handled manually instead of systematically

BUILD IT FAST

We solve these problems for Agencies

Greta specializes in client portal that fit agency workflows. No generic tools, no compromises.

Try Greta

TALK TO A FOUNDER

Not sure where to start?

Book a 20-minute call. We'll map out your scope, tech stack, and go-to-market plan — for free.

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The solution

How we build it
for Agencies.

Generic project tools miss the nuance of agency workflows: retainer billing, deliverable approval, client communication, and team utilization tracking. Custom tools can be built around how your agency actually operates.

Agencies run on client relationships, project delivery, and team utilization. The tools they use need to match how they actually deliver work — not how a generic project management tool assumes they do.

A branded portal your clients can log into anytime

Structured around your delivery workflow and approval process

Reduces back-and-forth by giving clients visibility and control

Industry context built in — not bolted on

Deliverables

What you get.

01

Branded client-facing portal with secure login

02

Project and deliverable status tracking

03

Document sharing and approval workflows

04

Messaging and notification system

05

Admin controls for your team to manage client views

Use cases

What Agencies companies
build with us.

Agency project management tools

Build tools for managing projects, deliverables, and team assignments across client engagements.

Client delivery portals

Create branded portals for clients to review work, approve deliverables, and track progress.

Agency reporting dashboards

Build dashboards showing utilization, project health, client revenue, and delivery performance.

BUILD IT FAST

Ready to build for Agencies?

Get a client portal scoped, priced, and launched in 3–6 weeks. Let's start with a free conversation.

Try Greta

TALK TO A FOUNDER

Not sure where to start?

Book a 20-minute call. We'll map out your scope, tech stack, and go-to-market plan — for free.

Book a Free Call
Process

How we work.

01

Define the client journey

Map what clients need to see, share, and do throughout your engagement.

02

Structure the portal

Design the layout, access levels, and key features for both clients and your team.

03

Build the experience

Develop the portal with branding, permissions, and core collaboration features.

04

Launch with clients

Onboard your first clients and refine based on real usage feedback.

Ready to build a client portal for Agencies?

Typical timeline: 3–6 weeks

About this service

What is Client Portal for Agencies?

Client Portal for Agencies means building a client portal specifically designed around the workflows, compliance expectations, and user needs of digital agencies, creative studios, and professional service firms. Unlike generic software or off-the-shelf tools, a custom-built solution gives your team full control over features, data, and the product roadmap — without paying for capabilities you don't need or working around limitations that slow you down.

Agencies run on client relationships, project delivery, and team utilization. The tools they use need to match how they actually deliver work — not how a generic project management tool assumes they do.

Why Agencies companies need custom client portal

Generic project tools miss the nuance of agency workflows: retainer billing, deliverable approval, client communication, and team utilization tracking. Custom tools can be built around how your agency actually operates.

Most agency teams start with generic tools because they're fast to deploy. But as the business grows, those tools create friction — missing the specific logic, integrations, and workflows that agency operations actually need. A custom-built product eliminates that friction permanently.

How long does it take to build?

Agency tools can ship in 3–6 weeks. Full agency management platforms with client portals and reporting take 6–12 weeks. The timeline depends on scope, the number of user types, and the depth of integrations with existing agency systems. A well-scoped project with clear requirements moves significantly faster than one that evolves through the build. We scope tightly before starting so timelines stay predictable.

What does it cost?

Agency tools typically range from $5k–$25k depending on workflow complexity, client-facing portal requirements, and billing integration needs. The biggest cost drivers are integration complexity, the number of distinct user roles, and whether the product needs to handle regulated data or compliance workflows. We provide a clear scope and fixed-price quote before any work begins.

Custom build vs. off-the-shelf tools

Off-the-shelf tools work well for standard use cases. But agency companies often have requirements that generic SaaS tools weren't built for: project management tools that don't match how your agency delivers and bills, no clean client experience for sharing deliverables, getting approvals, and reporting progress, or workflows that don't fit the assumptions baked into general-purpose platforms.

A custom-built product gives you:

  • Full ownership — no per-seat fees or platform lock-in
  • Workflows built exactly for how agency teams operate
  • Integrations with the tools and data sources you already use
  • A foundation you can extend as your product and team grow

The right time to build custom is when generic tools are creating real friction, costing more in workarounds than a custom build would cost, or blocking product-critical workflows that your agency business depends on.

BUILD IT FAST

From idea to production in 3–6 weeks

Greta's process is proven. We've shipped 50+ Agencies products. See how we can accelerate your timeline.

Try Greta

TALK TO A FOUNDER

Not sure where to start?

Book a 20-minute call. We'll map out your scope, tech stack, and go-to-market plan — for free.

Book a Free Call
Start your project

Ready to build
for Agencies?

We build client portals that give your clients a clean, branded space for every engagement. Scoped for digital agencies, creative studios, and professional service firms.