Agencies and studios · MOFU
Agency walkthrough: client portal for design agencies
An illustrative design-agency workflow for client files, revision requests, approvals and invoices, with clearly labelled pricing examples.
By ClientNest365 team · Published · Updated · 2 min read
An example design engagement
This is an illustrative workflow for a fictional agency. It is not a customer testimonial or a report of measured results. No internal review, referral revenue or reduction in revision time is claimed.
Imagine a five-person studio preparing a brand identity for a client. Design work stays in the studio's design tools. ClientNest365 provides the client-facing place for files, messages, approvals and invoices.
Open the client workspace
Create the client record and confirm the contact who will review work. Write a short welcome message explaining where to find files and where to request changes. Agree on who has authority to approve a deliverable before the first review.
Share a concept for review
Upload the review copy in Files. Give it a versioned name, such as Brand concepts v1. Create an approval describing the decision needed and the relevant deliverable. Ask the client to explain any requested changes rather than collecting a second, disconnected discussion in email.
Run the revision loop
Read the client's feedback, revise the design in your normal tools, then share the new version. Confirm that the approval refers to the current deliverable. This workflow may help keep records together; it does not establish that reviews will finish in a particular number of days.
Keep commercial details visible
Use Messages for project questions and Invoices for the agreed bill. Check the configured payment provider before testing payment collection. A displayed invoice is not evidence that money has settled.
ClientNest365 does not replace the studio's design editor or internal project tracker. Evaluate whether its client-facing features fit the way your clients review work.
Compare published costs
A ClientNest365 25-client slot pack costs $75 once. Optional branding costs $10 once, giving an example purchase of $85. Additional capacity and storage depend on your usage; see current pricing.
HoneyBook Premium, checked 21 September 2026, is USD $109 per month billed annually, or USD $129 on monthly billing. Those options total USD $1,308 and USD $1,548 respectively over 12 months, as HoneyBook publishes them in US dollars. The products differ in features and allowances, so this is not a claim of equivalent service or a measured saving.
Test before adopting
Open the public demo and follow a deliverable through Files, Approvals and Messages. During your own pilot, record how often clients need help finding the correct version and how long approvals take. Use that evidence to decide whether the workflow is useful for your studio.