# Best client portal for agencies in 2026 Updated 2026-11-08. Source: https://bestclientportals.com/best-client-portal-for-agencies The best client portal for an agency is the one that keeps clients happy without someone on your team chasing them all week. Dora is our top pick for agencies: a portal under your brand where clients send requests their way, and an AI account manager briefs them, follows up, collects approvals and reports progress, with unlimited team seats. Agencies don't lose clients over file storage. They lose them over slow replies, missed details and work that stalls waiting for feedback. A portal should fix that, not just give it a new home. We compared portals on what matters to agencies with 2 to 50 people: client experience, how requests and approvals flow, how much account management it removes, and what it costs as you add clients and staff. ## The shortlist 1. **Dora**: Best overall for agencies (from Free, then $10/client/mo) 2. **SuiteDash**: Best all-in-one agency back office (from $19/mo) 3. **ManyRequests**: Best for productized agencies (from $39/mo) 4. **Assembly**: Best for billing and contracts in one portal (from Free, then $49/mo) 5. **Agency Handy**: Best for agency orders and operations (from $29/mo) 6. **Moxo**: Best for structured onboarding flows (from Contact sales) 7. **SuperOkay**: Best lightweight portal for small studios (from Free, then $12/mo) 8. **Clinked**: Best for document-heavy accounts (from $11/user/mo) ## 1. Dora: Best overall for agencies Dora is built for agencies whose clients send a steady stream of requests. Clients ask through the portal, by email or through their own AI agent; Dora turns each request into a brief, asks for what's missing, assigns it, chases quiet clients and gets the work approved. Monthly allowances, estimates and a delivery record keep scope clear, and unlimited seats mean the whole team can join. What it is: A client portal with a built-in AI account manager that briefs requests, chases clients and gets work signed off. Strengths: - Dora, the AI account manager, turns vague requests into clear briefs and asks clients only for what's missing - Follows up with quiet clients and collects approvals in one click, with optional auto-approve - Clients can send requests and replies by email or through their own AI agent, so they don't have to learn a new tool - Sets up from your website in minutes - Unlimited team seats; you pay only per client - Monthly allowances, estimates for extra work, weekly client summaries and a delivery record - 46 built-in integrations plus any MCP Registry server, an MCP server and API, including Slack, Linear, Jira, ClickUp and Notion Limitations: - No client invoicing or payments built in; use your existing billing tool - Full custom-domain white label is set up on request rather than self-serve - Newer than most tools on this list Pricing: First client free, Each additional client $10/mo. Pricing grows per client. ## 2. SuiteDash: Best all-in-one agency back office SuiteDash combines portal, CRM, projects, invoicing and marketing at a flat price, good for agencies that want to replace several tools at once. What it is: An all-in-one white-label business suite with a client portal, CRM, projects, invoicing and marketing. Strengths: - Flat price with unlimited users, contacts and portals on every plan - White labeling and a branded app included from the $19 plan - Very broad: portal, CRM, projects, invoicing and marketing in one tool Limitations: - A lot to configure; setup takes far longer than lighter portals - Automations, onboarding and tickets only on Pinnacle ($99/mo) - AI needs a separate AI subscription or your own provider Pricing: Start $19/mo, Thrive $49/mo, Pinnacle $99/mo. Pricing grows flat. ## 3. ManyRequests: Best for productized agencies ManyRequests is a request queue and service catalog designed for agencies that sell fixed packages and subscriptions. What it is: A white-label client portal and request queue built for productized design, video and web agencies. Strengths: - Purpose-built request queue and service catalog for subscriptions - Custom domain from $39/mo and unlimited clients - Design and video proofing plus time tracking Limitations: - Team cost climbs with extra seats until the $799 Scale plan - Slack, webhooks and API only on Pro and above - Requests still need clarifying by your team Pricing: Core $39/mo, Pro $99/mo, Scale $799/mo. Pricing grows by plan, with paid extra seats. ## 4. Assembly: Best for billing and contracts in one portal Assembly gives agencies a polished branded portal with invoicing, contracts and forms. What it is: A polished branded client portal, formerly Copilot, with billing, forms and an AI app builder. Strengths: - Clean, modern portal clients find easy to navigate - Billing, forms and contracts inside the portal - AI app builder deploys custom apps into the portal - Free plan for up to 5 active contacts Limitations: - Plans capped by active client contacts and internal users - Custom domain and badge removal need Professional ($139/mo) - Request briefing and client follow-up stay with your team Pricing: Free free, Starter $49/mo, Professional $139/mo, Advanced $599/mo. Pricing grows by client contacts. ## 5. Agency Handy: Best for agency orders and operations Agency Handy combines a client portal with service catalogs, orders, tasks and invoicing for agencies. What it is: A client portal and operations tool for agencies covering services, orders, invoicing, CRM and tasks. Strengths: - Service catalog, orders and invoicing - Unlimited clients and projects - 10 users on Team Starter Limitations: - Custom domain not on Freelancer - Slack and API only from Team Starter - No free plan Pricing: Freelancer $29/mo, Team Starter $99/mo, Business Pro $199/mo. Pricing grows by plan. ## 6. Moxo: Best for structured onboarding flows Moxo suits agencies with formal, multi-step client processes that need approvals and signatures in a fixed order. What it is: A process platform with branded client portals and AI agents for multi-step, multi-party client workflows. Strengths: - Strong for repeatable, regulated, multi-party client processes - AI agents across workflow steps, including in the client portal - SDKs to embed workflows in your own apps; SOC 2 Type II and SSO Limitations: - No public pricing; sold through demos - Sales-led setup rather than self-serve - Built for fixed processes more than an ongoing flow of requests Pricing: Quote custom. Pricing grows quote-based. ## 7. SuperOkay: Best lightweight portal for small studios SuperOkay is a simple, clean portal that small agencies can set up quickly. What it is: A simple white-label client portal for freelancers and small agencies, built around documents, files and tasks. Strengths: - Quick to set up with a clean client view - Low entry price - Embeds apps inside the portal Limitations: - Low client caps below Business (3 on Solo, 5 on Solo+) - White label needs Solo+ ($38/mo) - No AI or automated follow-up Pricing: Free free, Solo $12/mo, Solo+ $38/mo, Business $146/mo. Pricing grows by clients and team members. ## 8. Clinked: Best for document-heavy accounts Clinked is a secure, white-label document portal for agencies sharing lots of files with larger clients. What it is: A secure, white-label client portal and file collaboration platform with a virtual data room option. Strengths: - Strong permissions for sensitive documents - iOS and Android apps - DocuSign, Power BI and Zapier integrations Limitations: - Big jump from Start Up to Standard ($299/mo) - Built around files more than requests and approvals - No AI features listed Pricing: Start Up $11/mo, Standard $299/mo, Premium $599/mo. Pricing grows per user, then by member tier. ## What to look for ### Give every account a lead the client can see Agency clients want to know who their person is. A portal that shows a shared inbox or a generic support name feels like a help desk, not a relationship. Check whether you can assign a lead and a team per client, and whether the client sees them. In Dora, each client gets a lead and a team, clients see their people, and their requests go to them. Dora suggests who should take each new request and why, based on things like who leads the account and who has the lightest week, or assigns it herself if you turn that on. ### Make the client's to-do list short and obvious Agency work stalls on the client side: a review nobody opens, a question nobody answers, an estimate waiting for a yes. The portal should show clients exactly what's on them, right when they arrive. Dora opens each client's portal to a 'Needs you' list, such as a page to review, a question to answer or an estimate to approve. Quiet clients get two email nudges, then your team hears. Clients who never open the portal can reply from email, and a burst of small updates reaches them as one email instead of seven. ### Keep the retainer visible to both sides Retainers go wrong when the client and the agency remember the month differently. Look for a running count of requests against the allowance, and a way to quote extra work that the client approves before it starts. Dora tracks allowance use per client, sends estimates for extra work that clients approve in one click, and keeps a monthly record of what shipped, what was approved and the turnaround time. That record earns its keep at renewal, when it shows the client exactly what they got. ### Connect the portal to where your team already works Your team lives in Slack and a project tracker, not the portal. If the portal can't see those tools, someone copies updates by hand, and status questions wait on whoever knows the answer. Dora connects to 46 apps, including Slack, Linear, Jira, ClickUp and Notion, and teammates can tag an app in a request to pull in a call summary or an issue's status. ManyRequests adds Slack, webhooks and its API on Pro at $99. Agency Handy adds Slack and API on Team Starter at $99. SuiteDash connects through Zapier, Make, webhooks and its API. ### Get a new client working in minutes, not a week Agencies add clients mid-month, often in a hurry after a signed proposal. Check how long it takes to get a new client into a working portal with their brand files in place. In Dora, you add a client and invite their people, and the invite email signs them straight in. Each client's brand library collects logos and guidelines, and Dora files what they send. SuiteDash's onboarding toolkit sits on Pinnacle at $99. ## What it costs Assume an 8-person agency with 15 retainer clients, billed monthly. Dora is $140 with all eight people included. Agency Handy's Team Starter is $99 for up to 10 users. SuiteDash is $49 on Thrive or $99 on Pinnacle, which adds automations and support tickets. ManyRequests is $99 on Core (2 seats plus six at $10) or $141 on Pro (5 seats plus three at $14), where Slack and the API live. Assembly's contact limits are generous for 15 clients, but internal users add up: Professional includes 3 and charges $39 for each extra, so eight people is $334 a month. SuperOkay's Business plan, its first without a client cap, is $146. Clinked is $88 for eight users on Start Up or $299 on Standard. Moxo doesn't publish prices. Dora costs more than the flat tools here; it pays off if your account managers spend hours a week chasing and briefing. ## How to choose - Your account managers spend their week chasing feedback, writing briefs and sending status updates: **Dora** - You want to replace your CRM, invoicing and portal with one flat-priced system: **SuiteDash** - You sell productized packages and want proofing and time tracking on each request: **ManyRequests** - Clients should pay invoices and sign contracts inside the portal: **Assembly** - You sell defined services through order forms and want 10 users on one $99 plan: **Agency Handy** - Your onboarding is a fixed sequence of forms, signatures and approvals across several parties: **Moxo** Common mistakes: - Choosing the portal your team likes and your clients don't. Clients decide whether it gets used. - Rolling out without a named lead on each account. Clients ignore portals that feel like a ticket queue. - Keeping scope in spreadsheets. If allowance and extra work aren't visible in the portal, the renewal conversation starts from memory. - Paying per seat for people who log in twice a month. ## How we compared - **Client experience:** How easily clients ask, find and approve, including by email. - **Account management removed:** Briefing, follow-ups, approvals and status updates handled for you. - **Agency workflow:** Requests, assignments, approvals, allowances and estimates. - **Cost as you grow:** Per seat vs per client vs flat, at agency scale. ## The verdict For most agencies, the real cost is account management time, so Dora is the pick: it improves the client experience and takes the chasing off your team. Choose SuiteDash for an all-in-one back office on a budget, or ManyRequests if you sell a fixed menu of services. ## Frequently asked questions ### What is the best client portal for agencies? Dora is our top pick for agencies in 2026, because its AI account manager handles briefing, follow-ups and approvals inside a branded portal, with unlimited team seats. SuiteDash is the best budget all-in-one if you also want CRM and invoicing. ManyRequests is the better fit for productized agencies selling a fixed menu with proofing and time tracking. ### What should an agency client portal include? At minimum: easy request intake, including by email, clear briefs, one-click approvals, file sharing, status clients can see and a way to keep scope in check, such as allowances or estimates. Agencies with several people on an account also need a lead per client and roles for the team. Billing inside the portal is optional, and many agencies keep invoicing in their accounting tool. ### How do agencies get clients to use a portal? Make it easier than email, and don't force a switch. Dora accepts requests sent or forwarded to each client's own address, and replies to update emails land on the right request, so clients can keep working from their inbox. Start with one client, invite their whole team, and let the portal prove itself before you move the rest. ### How much does an agency client portal cost? It depends more on how the tool counts than on its entry price. Dora is free for one client and $10 a month per client after, with unlimited seats, so a 20-client agency pays $190 whatever its size. ManyRequests starts at $39 with 2 seats, SuiteDash is a flat $19 to $99, and Agency Handy's Team Starter is $99 for 10 users. ### Can several people at one client share the portal? Yes, and it matters for agencies whose clients have a marketing lead, a founder and an approver. In Dora, people at the same client share one portal, see the same requests and can invite their own colleagues, and you never pay per person on their side. When work is ready for review the whole client team is emailed, while routine updates go to whoever asked. ### Who on an agency team sees which clients? In Dora, everyone on your team can work across your clients, and their role decides what they can change: owner, admin or member. Clients see only the team on their account and their own requests. Internal notes, team-only files and team-only rules never reach the client, and the same rules apply in the app, the API and over MCP. ### How do we move existing clients into a new portal? Bring clients over in a batch and move only the open work. Dora takes a pasted list of up to 50 clients and sets each one up with their people invited, and open threads move by forwarding them to the client's request address. If live work sits in Basecamp, ClickUp, monday.com, Linear, Jira, Notion or Airtable, Dora can draft requests from the open tasks for you to approve. ### Can the portal use our agency's own words, like tickets or jobs? In Dora, yes. You pick what you and your clients call requests in Settings, such as tickets, tasks or jobs, and the app, emails, Slack and Dora's replies all use it. Request types are yours to name too, like Landing page, Brand refresh or Bug fix. ### Dora vs ManyRequests: which suits an agency better? Dora suits agencies whose time goes into clarifying requests and chasing clients; ManyRequests suits productized agencies that sell from a catalog and track time per request. ManyRequests includes a custom domain on every plan, time tracking and 2 or 5 seats, with extras at $10 or $14 a month. Dora has unlimited seats at $10 per client and briefs every request, but doesn't list time tracking and sets up custom domains on request. ### Why is Dora the top pick? Dora is our top pick because it works on what costs agencies the most: chasing clients, decoding requests and waiting for sign-off. Dora does that work so your team can bill for theirs, and every teammate can join without raising the bill. Agencies that need invoicing in the portal should pair it with a billing tool or look at Assembly. Prices and features from each vendor's site, checked 2026-11-08.