FEATURES
PortalOS replaces the patchwork of tools agencies rely on. One platform for client portals, file delivery, approvals, and team collaboration.
Client Management
Every client sees your branding — your logo, your colors, a portal that’s unmistakably yours. Each portal is isolated so clients only see their own projects.
Send a magic link and your client is in. No accounts to create, no passwords to remember. Frictionless for them, controlled by you.
Clients see project status, pending approvals, and recent activity at a glance. Transparency builds trust.
Collaboration
Define structured review rounds. Clients approve with one click. No more ‘I approve’ buried in a 47-email thread.
Comments live on the deliverable itself — not in a separate email. Every note is timestamped, attributed, and resolved inline.
Status changes, new comments, and file uploads notify stakeholders instantly. Everyone stays in sync without a status meeting.
File Management
Upload once, deliver in context. Full version history on every file, served from a private, signed-URL bucket so nothing leaks.
Every upload creates a new version. Clients always see the latest, but you can reference any previous iteration.
Decide who sees what. Internal drafts stay internal. Client-ready files go to the portal. No accidental leaks.
Team & Security
Invite team members with role-based permissions. Owners, admins, and members get exactly the access they need.
Configurable alerts for approvals, comments, and deadlines. Email digests keep the team informed without the noise.
Every portal matches your agency’s identity. Colors, typography, and logo are applied consistently across all client views.