Agency Client Portal

Send content to your clients for review and sign-off with Frase's approval flow. White-labeling available for Enterprise.

The Client Portal is a formal approval workflow for your end clients before content gets published. You share a document, your client reviews it in the portal, they approve it or ask for changes, and you get things ready to ship without leaving Frase.

This is different than adding an External Collaborator to a document, and the Client Portal is designed for agencies to make communication between all parties a breeze.

Here's the quick distinction:

	External Collaborators	Client Portal
Best for	Ad-hoc sharing with freelancers, partners, or stakeholders	Formal client sign-off before publishing
Scope	Per-project or per-folder	Organization-wide (one portal per org)
Permissions	Granular—view, comment, suggest, approve, edit	Review and approve shared content
Branding	Frase-branded share links	White-labeled with your own branding and domain
Availability	All plans	Enterprise plan

Reach for External Collaborators when you want to loop someone in quickly, and the Client Portal when you want a polished, branded approval experience for a client.

The Client Portal is an Enterprise feature. There's one portal per organization, and you'll use that same portal across all of your clients—each client only sees the content you've shared with them, not work shared with anyone else.

How the workflow works

Throughout the workflow, each document carries a status so you always know what's waiting on the client and what's cleared.

Here's the flow:

1. From your content, share the document with your client to send it to the portal for review.
2. Your client receives an email with a link to the portal and opens it from there.
3. In the portal, your client reviews the content and either approves it, requests changes, or leaves comments on specific sections.
4. You see their approval status and comments back in the main Frase app alongside the original document, make any revisions, and send it back for re-review.
5. Once the client approves, the content is signed off and ready to publish.

Set up the portal

Setup happens in your settings, where you turn the portal on and apply your branding so the experience looks like yours, not Frase's:

1. Head to Settings > Client Portal.
2. Toggle the Portal Status on.
3. Add your Branding—your portal name, logo, and brand colors—so the portal matches your agency's look.
4. Adjust your Features settings—setting the scope and permissions around comments, approvals, and publishing between the client and your team.
5. Add clients and share the specific content you want each one to review.

Need white-labeling? By default, the client portal links to a Frase URL. To request a custom domain, reach out to [e-mail] with the domain you'd like to use.