Client Portal Overview

The Client Portal is the secure, branded space where your clients fulfill your requests. They access this portal exclusively through magic links.

The portal displays the checklist you designed in the builder. Clients navigate step-by-step to provide information, upload files, and complete actions.

Accessing the Portal

1. The client opens their email client.
2. The client locates the invitation from your agency.
3. The client clicks the secure magic link.
4. The system grants them immediate access to their specific workspace.

[IMAGE_PLACEHOLDER: A view of the email client showing the invitation message and the prominent magic link button]

Completing Checklist Items

1. The client views the list of pending tasks in the portal sidebar.
2. The client clicks a specific task to open it.
3. The client reads your instructions and provides the requested text or file.
4. The client clicks the submit button to save their progress.
5. The system marks the task as complete and advances to the next item.

[IMAGE_PLACEHOLDER: The Client Portal interface showing the task sidebar and an active text input form]