Client Portal
A branded, real-time view of project progress and invoices — built for your clients.
The Client Portal gives your clients a professional, real-time window into their projects and invoices — without exposing a single piece of your internal data.
What clients see
When a client logs in, they see four pages — and nothing else:
Portal Home
Welcome page with action cards
Projects
Their projects and tasks
Tasks
Their tasks across all projects
Client Invoices
Their invoices — filtered to their company only
Everything else in Agency OS — CRM, Team, Team Workload, Revenue Dashboard, Team Billables, Team Expenses, other clients' data, hourly rates, budget health figures — is completely hidden. Not just restricted. Not visible at all.
Use the portal in sales demos. Before a prospect signs, show them what their client experience will look like. Seeing a branded, real-time project view is often what closes the deal. It signals that your agency is organised, transparent, and professional — before the work has even started.
Portal Home
The Portal Home is the client's welcome page. It greets them by name and gives them three action cards to navigate from:
View Projects — "See the latest updates on the projects we're working with you"
Pay Your Bills — "View your past and upcoming invoices"
A third card for quick actions (configurable in Build Mode)
Below the action cards, clients see their ongoing tasks — a live snapshot of what your team is currently working on for them.
Projects
Clients see a list of their projects — active, planned, and completed. Each project shows its name, status, timeline, and team.
Clicking into a project opens the project record, showing:
Project details and description
All tasks for this project, with status, assignee, priority, and due date
Reply comments from your team (client-visible)
Not Notes — internal comments are completely hidden
Clients can click into individual tasks to read full descriptions, see current status, and add their own Reply comments — questions, feedback, approvals.
What clients can do:
View projects and tasks
Add Reply comments on tasks
See deliverables attached to tasks (File field)
What clients cannot do:
Create or edit projects or tasks
Change task status or assignments
See internal Notes
See any other client's data
See team workload, rates, or budget health
Client Invoices
Clients see their invoices in the Client Invoices page — filtered automatically to their company. They can view:
Invoice status (Pending / Overdue / Paid)
Full line item breakdown
Due dates and amounts
If Stripe is connected, clients can pay directly from the portal. Set up in Settings → Integrations → Stripe.
Granting portal access
Step 1: Make sure the company is a Client
The client's Company record must have Status = "Client". If they came through CRM, this is already done when you won the deal.
Step 2: Add the contact
On the Client record → Details tab → Contacts section, add the person who should have portal access. Their email address is required.
Step 3: Invite them as a user
From the Contact record, invite them to Agency OS and assign the Client role. They'll receive an email with a login link.
The Client role is pre-configured — it restricts access to the portal pages only and filters all data to their company automatically.
Step 4: Enable Google Sign In (recommended)
Clients can log in with their Google account — no separate password to manage. This reduces friction at onboarding and means clients don't abandon the portal because they forgot their password.
Set up in Settings → Integrations → Google Sign In.
Step 5: Test before you send
Use "View as [Client Name]" (click your profile icon → View as) to see Agency OS exactly as that client sees it. Check:
Only their projects visible?
Only their invoices visible?
No internal Notes showing?
No team cost data visible?
Only invite the client once you've confirmed everything looks right.
Reply vs Note — the most important rule
Every comment in Agency OS is either a Reply (client-visible) or a Note (internal only). This distinction is what makes the portal safe to use.
Use Reply for:
Progress updates ("The homepage design is ready for your review")
Questions for the client ("Could you confirm the copy by Friday?")
Deliverable notifications
Responses to client questions
Use Note for:
Internal team coordination
Budget concerns
Technical blockers
Anything you wouldn't say directly to the client
Always check before posting. A Reply posted by mistake is visible to the client immediately. If it happens, edit or delete the comment as quickly as possible and switch to Note.
Key concepts
Data filtering
Clients only see data linked to their company — automatic, no manual configuration per client
Client role
Pre-configured permissions — view only, no editing, portal pages only
Reply
Client-visible comment on a task or project
Note
Internal-only comment — never visible to clients
Google Sign In
Native integration — clients log in with their Google account
Make it yours
The portal works securely out of the box. When you're ready to enhance it:
Add your branding: Upload your agency logo, set brand colours, and add a custom domain (your-portal.youragency.com) in Settings → General.
Enable Google Sign In: Reduce login friction for clients — Settings → Integrations → Google Sign In.
Customise the Portal Home: In Build Mode, edit the welcome message, adjust the action cards, or add a meeting booking link.
Automate client notifications: Use Noloco's Slack integration or Zapier/Make to email clients when a task is marked Done, or when a new invoice is available.
See Customising Your Agency OS for the full guide.
Tips
Set up the portal before the project kicks off, not after. Sending a client their portal login on Day 1 sets the tone — it signals that your agency is organised and that they'll always know what's happening.
Walk new clients through the portal in your kickoff call. A 5-minute screen share ("here's where you'll see your tasks, here's where invoices live") means they'll actually use it. Clients who never log in don't get the benefit.
Keep task statuses current. The portal is only as useful as the data in it. A client who logs in and sees all tasks as "To Do" will go back to emailing for status updates.
Test "View as" regularly. Do a quick "View as" check before any client meeting or check-in — it takes 30 seconds and ensures you're not surprised by what they've been seeing.
What's next?
With your client portal configured, explore how to tailor Agency OS to your agency's specific workflows. Head to Customising Your Agency OS for the full guide on Build Mode, integrations, and optional extensions.
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