A client portal for agencies that clients actually open.
Clients do not want another login. They want to see what is ready, say yes or no, and know where the money stands. Ancor gives them one private link for all of it, and gives you a record of every decision.
Last reviewed: 7 October 2026
What is a client portal for agencies?
A client portal is one private place where a client sees their work, gives feedback, approves deliverables and finds documents and invoices, instead of hunting through email. Ancor's portal opens from an emailed link with no account. Clients review versions, pin comments on images, approve or ask for changes, raise and accept priced change requests, see retainer burn and invoices, and message your team. Because it is part of the system that runs your projects, nothing has to be copied across.
Everything a client asks you for by email, behind one link.
Work to review
Each deliverable with its versions and numbered rounds. Comments pin to a point on the image.
Approvals on record
Approve or ask for changes. The decision is tied to the version they saw, and a new version reopens the piece.
Change requests
Clients can raise a change. Your team prices it, then the client accepts it by typing their name, with a signature record kept.
Retainer burn
When you switch it on, the client sees what the retainer has used this period, so "we are at the allowance" is never a surprise.
Invoices, with UPI
Their invoices in one list, and a UPI QR on every rupee invoice with a balance, so paying takes a phone, not a finance inbox.
Messages and decisions
A client chat with attachments, and a log of decisions you choose to share, so the context does not live in WhatsApp.
A standalone portal is one more place to update.
Many agencies try a dedicated client portal and stop updating it within a quarter, because the real work lives somewhere else. In Ancor the portal reads from the same projects, deliverables, retainers and invoices your team already uses. When a deliverable gets a new version, the client sees it. When the client approves, the project knows. Extra rounds show up next to the hours and the projected margin, which is where the commercial conversation starts.
What the portal does not do yet.
- White-label on your own domain. The portal is not yet a self-serve branded portal on your domain.
- Card payments. INR invoices show a UPI QR, but there is no card gateway and payments are recorded by hand.
- Request forms and productised services. If you sell fixed packages that clients order from a catalogue, a productised-service portal fits better.
- PDF and video markup. Pinned comments work on images.
Client portals. The questions worth asking first.
What is a client portal for agencies?
A client portal is one private place where a client sees their work, gives feedback, approves deliverables and finds documents and invoices, instead of hunting through email. For an agency it also becomes the record of what the client agreed to.
Do clients need to create an account?
No. Ancor sends the client a private sign-in link by email. There is no password to set or forget. A client contact on several of your projects can switch between them in the same portal.
What can a client do in the Ancor portal?
Review deliverables and their versions, pin comments on images, approve or ask for changes in numbered rounds, raise change requests and accept priced ones with a signature record, see retainer burn when you share it, see their invoices, read decisions you mark as visible, and message your team with attachments.
Is the client portal included in every plan?
Yes. Ancor is priced per team, not per seat, and client contacts are never charged. Unlimited clients and projects are included on every plan.
Can I brand the portal with my agency logo?
Not as a self-serve setting today. If a fully white-labelled portal on your own domain is a requirement, a dedicated client portal product will fit better.
Can clients pay invoices in the portal?
Clients see their invoices in the portal, and every INR invoice with a balance shows a UPI QR and pay link, so they can pay from their phone. There is no card gateway and no automatic paid status; you record the payment in Ancor when it arrives.