See how Client Approve runs your client work end-to-end
One workspace for agencies and freelancers to send work, collect feedback, get approvals, and trigger invoices — with a simple portal your clients actually like using.
14-day free trial. No credit card required. Clients don’t need accounts or logins.
Your clients see a portal. You see the cockpit behind it.
Client Approve keeps a clean, client-friendly view in sync with your internal workspace. Same projects, different perspectives — so everyone sees what they need without stepping on each other.
Client portal — zero learning curve
Clients click one password-protected link and land on a simple portal: projects, deliverables, invoices, and messages. No logins, no apps, no “what’s the link again?”.
- Clean list of projects with clear statuses and due dates.
- Deliverables grouped by project, with latest versions on top.
- Approvals, invoices, and retainers visible in one place.
Agency workspace — your side of the glass
Behind the portal is your workspace: every client, project, deliverable, and invoice in one place. It’s where you upload work, manage versions, and keep approvals moving.
- Global view of all projects and which ones are held up.
- Per-client pipelines so you know exactly what’s in progress.
- Searchable history of every file, comment, and approval.
Turn “let me know what you think” into clear, trackable decisions.
Clients see the work, the context, and exactly what you need from them. You see every comment and approval in one place — no more hunting through email, Slack, and screenshots.
Payments
Money shouldn’t feel like a separate argument after the work is done. When clients review deliverables and find invoices in the same space, payments feel natural instead of forced.
Invoices — clear, visible, and impossible to miss
Clients shouldn’t have to dig through inboxes or attachments to find what they owe. With Client Approve, invoices live in the same portal as the work they’re paying for — so payment feels obvious, not friction-filled.
- Clients see what’s paid, what’s outstanding, and what’s coming up.
- A clean, organized history of every invoice sent and settled.
Retainers
Some clients just need to stay on a steady monthly agreement. Client Approve lets you present retainers as a clean, recurring line item inside their portal — so payments feel consistent instead of improvised.
- Retainer charges shown clearly alongside project work and invoices.
- A professional way to present ongoing billing without awkward back-and-forth.
Every file, comment, and approval — in one shared timeline.
Keep an audit trail that actually helps: comments, file uploads, approvals, and payments roll into a single activity view so you can answer “What happened when?” in seconds.
History that answers questions, not creates them
Clients don’t remember what happened two weeks ago — and you shouldn’t have to guess. Client Approve keeps a clean, chronological record of every file, comment, approval, and payment.
- Instantly see what changed, when it changed, and who was involved.
- Turn “Did we send that?” into a 3-second answer.