Live
Client Operations
Centralize client requests, portals, project activity, and workspace visibility.
Open items18
Last activity3m ago
AI Client Operations Platform
Client Reviews & Delivery Workflows For Modern Agencies
Manage stakeholder reviews, approvals, client portals, deliveries, reports, and operational workflows from one centralized agency workspace.
Trusted by creative agencies, consultants, marketing teams, and digital studios worldwide.
Review Queue
12 pending approvals
Homepage wireframe
4 stakeholder comments
Sarah - 3m ago
Brand guidelines
Client viewed 18m ago
Alex - awaiting review
Launch assets
Ready for final approval
Mina - due today
Delivery visibility
This week
Client Portal
4 stakeholders online
Approved by client - 2m ago
Client Request
Capture scope and files
Workspace
Organize ownership
Reviews
Resolve comments
Approval
Track decisions
Delivery
Ship assets
Reports
Export visibility
1,200+
client reviews routed
48k
assets delivered
32%
faster approval cycles
99.9%
workspace uptime
Operational workflow for every client delivery
Keep client requests, reviews, approvals, delivery handoffs, and reporting connected across the full agency lifecycle.
Live delivery workflow
Route every client decision through one operating layer
Request
Creative brief received
4 files
Review
Homepage copy comments
2 overdue
Approval
Brand kit signed off
Ready
Client Portal
Northstar Studio
New comment on homepage draft
Sarah - 3m ago
Brand system approved
Client team
Delivery report exported
Operations lead
Why it matters
View Pricing
Reduce approval delays and keep every stakeholder aligned
The workspace brings client portals, review cycles, delivery handoffs, stakeholder decisions, files, reports, and operational visibility into one controlled system.
Faster approvals
Keep reviews moving with status, ownership, and overdue signals.
Aligned stakeholders
Give clients one place to comment, approve, and track delivery.
Clear handoffs
Package assets, exports, and activity history for delivery.
Operational visibility
Understand bottlenecks before they slow client work.
Operating Modules
Everything agencies need to control client work.
Replace scattered email approvals, disconnected asset links, manual reports, and unclear handoffs with one operational workspace built around the client delivery lifecycle.
Tracked
Approval Workflows
Manage stakeholder reviews, comments, decisions, and final sign-off without scattered threads.
Open items12
Last activity12m ago
Ready
Delivery Management
Coordinate assets, handoffs, exports, deliverables, and post-delivery activity.
Open items7
Last activityToday
Visible
Executive Reporting
Give teams and clients clear reporting on progress, approvals, bottlenecks, and outcomes.
Open items24
Last activityLive
Online
Stakeholder Collaboration
Invite clients, reviewers, managers, and delivery owners into clear spaces with roles, visibility, and decision history.
Stakeholders12
Active portals36
Exportable
Reports & Exports
Turn review activity, approvals, delivery status, and asset handoffs into client-ready reporting without manual cleanup.
Exports ready7
Approval health92%
Command Center
One live view for requests, reviews, approvals, and delivery health.
Give account, creative, and operations teams a shared cockpit for every client engagement.
Review Queue
12 approvals in motion
Homepage wireframe
Sarah - 3m ago
Brand guidelines
Alex - awaiting review
Launch assets
Mina - due today
Report handoff
Ops team - ready
Plans
Plans built around agency operations, not generic seats.
Start with client portals and reviews, then scale into advanced approvals, reporting, governance, and managed workflows as the agency grows.
For freelancers & small teams
Starter Monthly
For freelancers and small operators launching client portals, simple approvals, and AI-assisted onboarding.
7-day trial
$19 /monthly
USD - US Dollar
Billed monthly
Choose PlanBuilt for agency operations
Operational capacity, client collaboration, assisted workflow power, and scale controls configured for this tier.
Workspaces / organizations
4
Client stakeholders
25
Client portal users
10
Active projects
10
Approval workflows
10
Client portals
Branded
Reports / month
25
Exports / month
25
Operational signals
Workspace pulse
Semantic workspace search
Growth+
Assisted operations credits
300
Media storage
50 GB storage
Activity retention days
90
AI reports / month
20
Workflow automations
7
For growing agencies
Growth Monthly
For growing agencies managing multi-client delivery, semantic search, automations, assisted reports, and approval workflows.
Most popular
10-day trial
$39 /monthly
USD - US Dollar
Billed monthly
Choose PlanBuilt for agency operations
Operational capacity, client collaboration, assisted workflow power, and scale controls configured for this tier.
Workspaces / organizations
15
Client stakeholders
100
Client portal users
75
Active projects
Unlimited
Approval workflows
Unlimited
Client portals
Branded
Reports / month
250
Exports / month
250
Operational signals
Relationship intelligence
Semantic workspace search
Included
Assisted operations credits
2,000
Media storage
250 GB storage
Activity retention days
365
AI reports / month
100
Workflow automations
25
Advanced approval workflows
Multi-stage
AI copilot
Command center
For multi-client operations
Agency Monthly
For multi-client operations that need white-label portals, realtime collaboration, advanced AI workflows, and automation scale.
14-day trial
$79 /monthly
USD - US Dollar
Billed monthly
Choose PlanBuilt for agency operations
Operational capacity, client collaboration, assisted workflow power, and scale controls configured for this tier.
Workspaces / organizations
Unlimited
Client stakeholders
Unlimited
Client portal users
Unlimited
Active projects
Unlimited
Approval workflows
Unlimited
Client portals
White-label
Reports / month
Unlimited
Exports / month
Unlimited
Operational signals
Relationship intelligence
Semantic workspace search
Included
Assisted operations credits
Unlimited
Media storage
Unlimited storage
Activity retention days
Unlimited
AI reports / month
Unlimited
Workflow automations
Unlimited
Advanced approval workflows
Multi-stage
AI copilot
Command center
Realtime collaboration
Live reviews
Automation API & webhooks
Included
White-label experience
Included
For freelancers & small teams
Starter Yearly
Yearly access for lean agencies starting client operations with AI onboarding and approval workflows.
14-day trial
$190 /yearly
USD - US Dollar
Billed yearly
Choose PlanBuilt for agency operations
Operational capacity, client collaboration, assisted workflow power, and scale controls configured for this tier.
Workspaces / organizations
4
Client stakeholders
25
Client portal users
10
Active projects
10
Approval workflows
10
Client portals
Branded
Reports / month
25
Exports / month
25
Operational signals
Workspace pulse
Semantic workspace search
Growth+
Assisted operations credits
300
Media storage
50 GB storage
Activity retention days
90
AI reports / month
20
Workflow automations
7
For growing agencies
Growth Yearly
Best for scaling agencies standardizing semantic search, automations, client reports, and operations intelligence.
Most popular
21-day trial
$390 /yearly
USD - US Dollar
Billed yearly
Choose PlanBuilt for agency operations
Operational capacity, client collaboration, assisted workflow power, and scale controls configured for this tier.
Workspaces / organizations
15
Client stakeholders
100
Client portal users
75
Active projects
Unlimited
Approval workflows
Unlimited
Client portals
Branded
Reports / month
250
Exports / month
250
Operational signals
Relationship intelligence
Semantic workspace search
Included
Assisted operations credits
2,000
Media storage
250 GB storage
Activity retention days
365
AI reports / month
100
Workflow automations
25
Advanced approval workflows
Multi-stage
AI copilot
Command center
For multi-client operations
Agency Yearly
Full-year agency capacity for white-label client operations, realtime reviews, and advanced automation workflows.
30-day trial
$790 /yearly
USD - US Dollar
Billed yearly
Choose PlanBuilt for agency operations
Operational capacity, client collaboration, assisted workflow power, and scale controls configured for this tier.
Workspaces / organizations
Unlimited
Client stakeholders
Unlimited
Client portal users
Unlimited
Active projects
Unlimited
Approval workflows
Unlimited
Client portals
White-label
Reports / month
Unlimited
Exports / month
Unlimited
Operational signals
Relationship intelligence
Semantic workspace search
Included
Assisted operations credits
Unlimited
Media storage
Unlimited storage
Activity retention days
Unlimited
AI reports / month
Unlimited
Workflow automations
Unlimited
Advanced approval workflows
Multi-stage
AI copilot
Command center
Realtime collaboration
Live reviews
Automation API & webhooks
Included
White-label experience
Included
For freelancers & small teams
Starter Lifetime
One-time access for lean teams that want durable client portals, approvals, and AI onboarding.
30-day trial
$149 /lifetime
USD - US Dollar
Pay once, use forever
Choose PlanBuilt for agency operations
Operational capacity, client collaboration, assisted workflow power, and scale controls configured for this tier.
Workspaces / organizations
4
Client stakeholders
25
Client portal users
10
Active projects
10
Approval workflows
10
Client portals
Branded
Reports / month
25
Exports / month
25
Operational signals
Workspace pulse
Semantic workspace search
Growth+
Assisted operations credits
300
Media storage
50 GB storage
Activity retention days
90
AI reports / month
20
Workflow automations
7
For growing agencies
Growth Lifetime
One-time purchase for active agencies that need assisted operations, semantic search, reports, and workflow automation.
Most popular
45-day trial
$299 /lifetime
USD - US Dollar
Pay once, use forever
Choose PlanBuilt for agency operations
Operational capacity, client collaboration, assisted workflow power, and scale controls configured for this tier.
Workspaces / organizations
15
Client stakeholders
100
Client portal users
75
Active projects
Unlimited
Approval workflows
Unlimited
Client portals
Branded
Reports / month
250
Exports / month
250
Operational signals
Relationship intelligence
Semantic workspace search
Included
Assisted operations credits
2,000
Media storage
250 GB storage
Activity retention days
365
AI reports / month
100
Workflow automations
25
Advanced approval workflows
Multi-stage
AI copilot
Command center
For multi-client operations
Agency Lifetime
Lifetime agency tier for high-volume client operations, white-label portals, realtime collaboration, and automation API access.
60-day trial
$599 /lifetime
USD - US Dollar
Pay once, use forever
Choose PlanBuilt for agency operations
Operational capacity, client collaboration, assisted workflow power, and scale controls configured for this tier.
Workspaces / organizations
Unlimited
Client stakeholders
Unlimited
Client portal users
Unlimited
Active projects
Unlimited
Approval workflows
Unlimited
Client portals
White-label
Reports / month
Unlimited
Exports / month
Unlimited
Operational signals
Relationship intelligence
Semantic workspace search
Included
Assisted operations credits
Unlimited
Media storage
Unlimited storage
Activity retention days
Unlimited
AI reports / month
Unlimited
Workflow automations
Unlimited
Advanced approval workflows
Multi-stage
AI copilot
Command center
Realtime collaboration
Live reviews
Automation API & webhooks
Included
White-label experience
Included
Lifecycle
From client request to report without losing context.
Every step keeps ownership, stakeholder decisions, file context, delivery events, and reporting connected, so teams can move faster without creating operational gaps.
12
active reviews
30
stakeholders online
7
exports ready
01
INTAKE
Capture Client Request
Collect requirements, files, stakeholders, due dates, and workspace context.
Captured
02
REVIEW
Route Reviews
Move deliverables through structured comments, revisions, and approval decisions.
In review
03
DELIVER
Manage Delivery
Coordinate assets, handoffs, exports, timelines, and operational ownership.
Ready
04
REPORT
Report Visibility
Surface progress, bottlenecks, client activity, delivery health, and outcomes.
Synced
Customer Proof
Built for teams that cannot afford messy client operations.
Built for agencies, consultants, creative teams, and service businesses where reviews, approvals, and delivery visibility directly affect margins.
Verified agency workflow
32% faster approvals
Approvals stopped getting buried in email threads.
Every client decision now has context, owner, timestamp, and delivery status. Our account team finally works from one source of truth instead of chasing scattered feedback.
Approval cycle
3.8 days
Open reviews
12
Exports ready
7
ML
Mira Lawson
Operations Director
Live Impact
91%
on-time review completion
Client viewed
Comment resolved
Asset approved
Client ops
Client portals changed the handoff.
Stakeholders review files, leave decisions, and approve deliverables without another email chain. Delivery visibility improved in the first week.
N
Noah Chen
Agency Partner
Client ops
Reporting feels operational now.
We can see overdue reviews, exports, and approval health before they become delivery problems.
E
Elena Hart
Client Services Lead
Operations Insights
Catch delivery risk before it becomes client noise.
Surface overdue reviews, missing decisions, inactive stakeholders, and delivery handoffs in one operational view.
Read InsightsApproval bottleneck
Homepage wireframe needs final client sign-off.
Sarah
3m ago
Inactive stakeholder
Brand guidelines waiting on decision owner.
Alex
18m ago
Delivery handoff
Launch assets packaged and ready for export.
Mina
Ready
Weekly throughput
Reviews, exports, and approvals moving together
Next action
Route 2 reviews to account owner
Keep client delivery on schedule by resolving decisions before the next handoff.
Client Operations Platform
Run every client review, approval, and delivery from one workspace.
Give teams a clear operating system for client portals, stakeholder decisions, file reviews, delivery handoffs, reports, and operational visibility.
Live Workspace
Active
Reviews routed
1,248
Approvals completed
47k
Client exports ready
7