Live tour
Step into a working client portal.
No signup, no email, no credit card. One click and you land inside a working client portal with a sample engagement: messages, approvals, files, invoices, and the AI helper. Same experience your clients will see.
The tour signs you in to the client side of the portal with a single cookie. Choose Sign out in the portal to leave.
What you'll see inside.
Five sections with a sample engagement already in them. Reply, approve or request changes. The tour resets each time someone starts it, so every visitor begins with the same engagement, and it is kept apart from real customer data.
Messages
A two-sided thread with the firm, with a live typing indicator. Send a reply and it lands in the thread.
Approvals
A Q1 campaign plan waiting for sign-off, with the plan attached. Approve it or request changes; the decision is recorded with a timestamp.
Files
The firm's campaign plan and brand guidelines to open, and a request for your logo files. Uploads are off in the shared tour.
Invoices
One invoice to pay and one already paid, with line items and VAT. No real payment can be made from the tour.
AI helper
A per-client assistant that answers from what is in this portal: its approvals, invoices, files and deadlines.
What this isn't.
The tour drops you into the client side, the inbox-facing view your customers get. The agency-side workspace (where you create clients, send approvals, manage billing, configure branding, wire webhooks) requires a real signup so we can tie data to a real you. Costs $15 for three client slots. No subscription.
Ready when you are.
One click and you're inside the portal. Sign out whenever you're done.