Client portal for agencies

A client portal for agencies that need cleaner delivery

Blae gives clients one place to complete onboarding intake, review deliverables, approve work, and see delivery status. It is a post-sale portal for delivery, not a lead capture page.

Example workflow
IntakeTracked
DraftTracked
ApprovalTracked
ProofTracked
Portal

One client-facing place for the work after the sale

Most client portals stop at files and messages. Blae focuses on the ongoing delivery relationship: what the client needs to provide, what is ready for review, what changed, and what has been delivered.

  • Client onboarding and intake forms
  • Approval links and version-aware review
  • Delivery status for recurring work
  • Proof of work attached to completed deliverables
Workflow

A delivery loop built around how agency work actually repeats

Blae connects the post-sale workflow that usually gets split across forms, boards, folders, approval links, and status meetings.

  • Collect intake details, assets, access, and approval contacts before delivery starts.
  • Turn service plans into weekly, bi-weekly, or monthly deliverables.
  • Move each deliverable through draft, approval, requested changes, locked, posted, and proof.
  • Give clients visibility without exposing your internal project management noise.
Visibility

Know what is due, blocked, approved, and delivered

Small agencies miss work when status depends on memory. Blae gives the team and the client a shared view of where deliverables stand without another spreadsheet audit.

  • See what is waiting on the agency, the client, or final proof.
  • Keep captions, assets, approvals, and revision notes attached to the right deliverable.
  • Use version history so final approval is tied to the actual work that shipped.
  • Track recurring package work by client, period, service plan, and status.

What to look for

Client intake
Collects post-sale details, assets, access, and approval rules.
Recurring deliverables
Tracks package work by cadence, client, period, owner, and status.
Approval versions
Keeps change requests and final approvals tied to the actual deliverable.
Proof of work
Stores evidence of what shipped so reporting is easier later.

Related resources

FAQs

Is Blae a client portal or a project management tool?

Blae includes a client portal, but it is also a delivery management system. The client sees intake, approvals, status, and proof while the agency tracks the recurring work behind the scenes.

Can clients complete onboarding in Blae?

Yes. Blae supports post-sale intake and onboarding workflows so agencies can collect the details, files, and approval contacts needed before delivery starts.

Is this for lead generation?

No. Blae's portal is for signed clients. It helps agencies onboard clients, manage delivery, collect approvals, and show proof of work.

Run recurring client delivery from one place.

Start with intake, keep approvals attached to the deliverable, and show clients what shipped without chasing another status update.

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