Client portal for web agencies
Client portal for agencies and freelancers
Your clients' logos, photos and texts go straight into your agency's Google Drive.
A client portal for agencies that build WordPress sites. Each client gets a private space on your site.
- Clients upload on your siteIn their own space, with a WordPress account. No Google account.
- Into the project folderEach file lands in the client's folder of your agency's Drive.
- Also on your clients' sitesInstall it on the sites you build, up to 25 with the Agency plan.
Collecting website content, without the link chase
Every new site starts the same way: waiting for the logo, the photos and the texts.
Shared links and attachments
- You share a Drive folder by link, then answer "please request access"
- Clients without a Google account cannot upload to it
- Photos arrive by WeTransfer, texts by e-mail
- Someone in the team gathers every file by hand
With Drive Workflows
- Each client uploads in their own space on your agency's site
- Files land in the project folder of your agency's Drive
- Clients need a WordPress account on your site, never a Google account
- One request tells the team the content is ready
Why a client portal for agencies
A client onboarding portal
Collect the brief, logo, photos and texts as the project starts. Each new client finds a folder ready on their first visit. Nothing gets lost in e-mail threads.
For a team or a freelancer
An agency client portal works the same with five people or one. As a client portal for freelancers, it runs on the WordPress site you already have. No extra tool to learn.
White label client portal software
The client space sits on your site or your client's site, in that site's design. It is a white label WordPress plugin. The Cloud Docs Pro app (coming soon) shows the company's name, logo and colours.
Example
A new website project, from the client to your Drive
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Step 1: The client gets an account and a folder
You create a WordPress account for the client on your agency's site. On their first visit, their folder is created in your Drive by your rule, for example "Projects/the client's e-mail".
Screenshot: the folder rule in the settings -
Step 2: The client uploads logo, photos and texts
From a computer or a phone, the client uploads into "Logo", "Photos" and "Texts". Each file goes straight into the project folder in your Drive.
Screenshot: uploading to "Photos" -
Step 3: One click sends them for the website
The client selects the files, right-clicks and chooses "Send for the website". A short form asks which page they are for. The team sees the request straight away.
Screenshot: right-click, "Send for the website" -
Step 4: The team ticks its steps
The team ticks "Content received", then "Page built". The client follows both steps in "My requests", without writing to ask where things stand.
Screenshot: "My requests" -
Step 5: Files filed, client informed
Once the page is built, the files move by themselves to the folder you chose, such as "Used on the site". The client gets a closing e-mail.
Screenshot: the closing e-mail
Follow this tutorial in Help
More workflows for a web agency
You set up each workflow once. Here are other workflows an agency can offer its clients.
The client sends the text and images for a post in one step; the agency knows it has arrived.
- Step 1 · The clientThe client uploads the text and images, right-clicks and chooses "Send a new blog post". The form asks for the title and the date to publish.
- Step 2 · The filesThe files are copied to the agency's "Blog/To publish" folder.
- Step 3 · E-mailThe agency gets an e-mail with the title, the date and the files.
Where the files end up: In the client's folder, with a copy in "Blog/To publish" in the agency's Drive.
The agency shares a mockup; the client approves it, or asks for changes until it is right.
- Step 1 · The filesThe agency saves the mockup in the client's "For approval" folder.
- Step 2 · The clientThe client right-clicks the mockup and chooses "Approve this mockup", with an optional comment.
- Step 3 · The filesThe mockup moves to "Approved" by itself.
- Step 4 · E-mailThe agency gets an e-mail with the client's comment.
If changes are needed at step 2
- The clientThe client chooses "Ask for changes" and says what to change.
- The teamThe agency's team ticks "Changes in progress".
- E-mailThe client gets an e-mail when the new version is ready.
Back to step 1: a new version arrives
Where the files end up: Approved mockups in the client's "Approved" folder; versions under discussion stay in "For approval".
Files your clients send
Everything a website project needs, in the client's folder of your Drive.
Brand
- Logo files
- Brand guidelines
- Fonts
- Colour codes
Content
- Page texts
- Blog posts
- Product descriptions
- Translations
Media
- Photos
- Videos
- Team portraits
- Product shots
Project and admin
- Approved briefs
- Signed quotes
- Sitemaps
- Legal notices
What's included
A folder per client
Created on the client's first visit and named by your rule. Each client sees only their own.
Uploads into your Drive
Logos, photos and large files go straight to the project folder, never onto your hosting.
Your own form
The built-in form, or Contact Form 7, WPForms, Ninja Forms or Formidable Forms, asks the page or a comment.
Your production steps
Name your steps, such as "Content received" or "Page built". The client follows them in "My requests".
Automatic filing
When the work is done, the files move or are copied to the folder you chose.
Ordinary Drive folders
Share a project folder with a designer or a copywriter in Google Drive, with no WordPress account.
- Up to 25 sitesThe Agency plan, in your agency's name, covers up to 25 sites a year.
- Part of your maintenance planInclude it in your maintenance work. Your clients ask you, you ask us.
- In your client's coloursThe space uses the site's theme. The app (coming soon) shows your client's logo and colour.
Who it is for
Web agencies and freelancers who keep their projects in Google Drive and work on WordPress. From a freelancer with a few clients a year to an agency with a team.
Your files live somewhere other than Google Drive? Write to us first: other storages are coming later.
Questions
How do I collect website content from clients?
Give each client a private space on your agency's site. They upload their logo, photos and texts there, straight into their project folder in your Google Drive. A request with a short form, such as "Send for the website", tells the team the content is ready.
Do my clients need a Google account?
No. Your clients use an ordinary WordPress account on your site. You create it yourself, or clients sign up if you open registration. Only your agency connects its Google Drive, once.
Can clients upload large photo files?
Yes. Big files travel from your site to your Drive in pieces, so a hiccup on the way doesn't mean starting over. You set the size limit in the plugin, from 1 to 512 MB, within your host's upload limit.
Can I install it on my clients' sites and include it in my maintenance plan?
Yes. The Agency plan is in your agency's name and covers up to 25 sites a year. You can include it in your maintenance plans. Your clients ask you for help, and you write to our support. For more than 25 sites, add a second Agency plan or a 5-site plan.
Whose Google Drive is used: mine or my client's?
The Drive connected on that WordPress site. On your agency's site, it is your agency's Drive. On a client's site, it is usually your client's company Drive, so their documents stay with them. Each site connects one company Google account.
Can the portal and the app carry my client's brand (white label)?
Yes. The client space sits on the WordPress site, in that site's design. The Cloud Docs Pro app (coming soon) shows the company's name, logo and colours. In the app stores, the app keeps the name Cloud Docs Pro.
How long does a setup take?
It depends on the site and the workflows you need. The Help tutorials show each step. Our team can also do the setup for you, on a free estimate first.
Can you build custom workflows for my client?
Yes. We can install the plugin, set up the folders and requests, connect a form plugin or build a workflow for your client's business. Every job starts with a free estimate, and we answer within 2 working days. See our services