Client portals for agencies.
A secure, branded portal for every client — built for how agencies work.
In short
A client portal for agencies is a secure, branded page where agencies share project status, files, invoices and forms with each client. CorePath portals are live in minutes, optionally password-protected, and pull live data from your projects and invoices.
Why agencies use client portals
Agencies win trust by being organized and transparent. A branded portal gives each client one link for everything — replacing scattered emails and file links.
- On-brand portal per client or project
- Status, updates and shared files
- Invoices and intake forms in one place
- Password protection and private links
- Set up in minutes, no developer needed
Frequently asked questions
Why do agencies need a client portal?+
It centralizes status, files, invoices and forms in one branded link per client, which builds trust and cuts back-and-forth for agencies.
Is it secure?+
Yes — portals can be password-protected or shared with a private access token, and data is encrypted.
Launch a client portal for your agencie business
Start free — no credit card required. Replace a stack of subscriptions with CorePath.