Build a Better
Product Experience
Go beyond analytics and elevate your product with user insights, delivered fast.
Onboarding Checklist
The fastest way to get assets from clients
Stop chasing emails. Switch to a process that feels like magic for you and your clients.
Create a checklist in seconds
Stop writing manual emails. Use our battle-tested templates to create a branded portal for onboarding, website content, or bookkeeping in one click.
- Save unlimited templates
- Pre-set due dates & reminders
Clients upload with zero friction
Your clients see your brand, not ours. They receive a secure magic link, drag & drop their files, and we chase them automatically if they're late.
- No login required for clients
- Mobile-friendly upload
Upload Project Assets
Drag files here
Powered by ClientVault (White-label)
Approve & sync instantly
Review files in one click. Reject with comments or approve to automatically sync to your favorite storage tools. No more downloading email attachments.
Everything you need to
professionalize your agency
Get Started in Seconds
Zero-Friction Portals
No login required. No friction. Send a magic link and clients access their branded portal instantly.
Automated "Nudge"
We chase them so you don't have to. Set a schedule and we automatically follow up until every file is uploaded.
One-Click Templates
Launch in 60 seconds. Use battle-tested checklists for Web Design, SEO, Bookkeeping, and more.
Manage Your Pipeline
Deposit-Gated Onboarding
No work starts until the deposit hits. Make payment the mandatory first step.
Pipeline View
Spot bottlenecks at a glance. See all clients in a clear Kanban board view.
Pure Professionalism
Contextual Feedback
Comment directly on files to request revisions instantly.
Credential Vault
Encryption for passwords & sensitive data. No more insecure emails.
Full White-Labeling
Your domain, your logo, your colors. Clients think you built it.
"Stuck" Alerts
Identify friction points where clients drop off and fix them.
Why leading agencies choose ClientVault
Faster, smoother starts
Automate asset collection and onboarding with workflows designed for modern agencies.
Reliable files, on time
Advanced logic and automated "nudges" ensure you get exactly what you need, when you need it.
Professional by design
Tailor every portal using your brand attributes for a richer, more premium client experience.
Stop the chaos.
Start professionalizing.
The Old Way
- Endless email threads trying to find that one logo file sent 3 weeks ago.
- Google Drive chaos with permissions issues and "Request Access" emails.
- Manually nagging clients every Monday to send their content.
- Delayed projects because you're waiting on assets.
The ClientVault Way
- One central portal for all client assets, branded to you.
- Zero-friction uploads with no login required for clients.
- Automated follow-ups that chase clients for you.
- Projects start on time with everything you need.
Frequently Asked Questions
Do my clients need to create an account?
No! This is our #1 feature. We send clients a secure "Magic Link" that logs them in automatically. They just click and drag-and-drop. No passwords to forget.
Can I use my own domain name?
Yes, on the Pro plan you can set up `portal.youragency.com` so the experience is completely white-labeled.
Does it connect to Google Drive?
Yes! We integrate with Google Drive and Dropbox. When a client approves a file or uploads an asset, it can automatically sync to your cloud storage folder for that project.
What happens after the 14-day trial?
You can choose to upgrade to a paid plan to keep using your portals. If not, your data remains safe but you won't be able to create new active portals.