"Can you send your logo?"
We're building white-labeled, checklist-driven portals that make client file collection effortless. Join the waitlist for early access.
Portal • Launched by Sarah Johnson on Feb 15, 2024
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Loved by the world's best product teams
White-labeled, checklist-driven portals that make client asset collection effortless
Generate a branded portal for each client with a custom checklist of required files and credentials. No more "Can you send your logo?" emails. Your clients know exactly what to upload, and you never miss important assets again.
Acme Design Co.
Drag files here or click to upload
Remaining: Content & copy
Clients can easily upload files, provide feedback, and track progress in real-time. Automated reminders ensure nothing falls through the cracks, while you get instant notifications when assets are uploaded.
Get detailed insights into client engagement, completion rates, and project timelines. Identify bottlenecks in your workflow and optimize your process for maximum efficiency. See which assets take longest to collect and adjust accordingly.
How satisfied are you with the portal experience?
What could we improve?
Collect client feedback at key moments to understand what's working and what needs improvement. Use built-in survey templates or create custom questionnaires that help you deliver better service and build stronger client relationships.
Watch session recordings to understand client behavior and identify friction points. See where clients get stuck, what confuses them, and optimize the experience for better completion rates and client satisfaction.
Client: sarah.johnson@designco.com
See where clients spend the most time, what they click on, and where they get confused. Use heatmap data to optimize your portal layout, improve user experience, and increase completion rates across all your client projects.
Get detailed insights into client engagement, completion rates, and identify areas for improvement to make your asset collection process even more efficient.
Real-time insights and recommendations
Upload completion increased 34%
After adding progress indicators and clearer instructions
Clients spend most time on brand guidelines
Average 2.3 minutes - consider adding more guidance
23% drop-off at website credentials
Consider adding security assurance messaging
Show clients their progress to increase completion rates
Break down complex requirements into clearer steps
Display security certifications to build trust
Overall Portal Score
Based on completion rates, client satisfaction, and efficiency
See the measurable impact ClientVault has on your agency's efficiency and client satisfaction
Agencies using ClientVault report 40% faster project delivery, higher client retention rates, and the ability to take on 25% more projects without increasing overhead.
Clients love the professional experience and organized approach. 94% say they would recommend agencies that use ClientVault to other businesses.
Connect ClientVault with your existing workflow and tools for a seamless experience
Seamlessly integrate with Gmail, Outlook, and other email providers for automated notifications.
Automatic backup to Google Drive, Dropbox, OneDrive, and other cloud storage providers.
Connect with Asana, Trello, Monday.com, and other project management platforms.
Sync client data with HubSpot, Salesforce, Pipedrive, and other CRM platforms.
See what agencies are saying about ClientVault
"ClientVault reduced our project kickoff time from 2 weeks to 2 days. It's been a complete game-changer for our agency. Our clients love the professional experience."
"The automated reminders feature alone has saved us countless hours of follow-up emails. We can focus on creative work instead of chasing clients for files."
"Our clients love the professional portal experience. It sets us apart from other agencies immediately and builds trust from the very first interaction."
Agencies are improving their client onboarding process with ClientVault. Join them and see the difference professional asset collection makes.
Start with our early access pricing and scale as your agency grows
50% off regular price
Full price after launch
Be among the first 100 agencies • Early access pricing • No commitment required
Join the waitlist for white-labeled, checklist-driven client portals that make file collection effortless. Be among the first agencies to transform your onboarding process.
Join the waitlist and be among the first 100 agencies to transform your client onboarding process.