Agencies need a client portal when launch work depends on client-side assignments, not just another shared task board. Shipperly focuses the portal on what clients need to finish before go-live.
Route client-owned launch requests through a Client Lead.
Give stakeholders direct access to assigned actions.
Keep blockers, comments, and request details attached to the work.
Use final approval as the end of the launch readiness workflow.
Client Leads need visibility and delegation. Stakeholders need assigned actions. Agencies need blockers, comments, progress, and approval status without turning clients into internal project users.
Read the website launch readiness guide ->The Client Lead can delegate requests when the agency does not know whether marketing, legal, IT, operations, or leadership owns the answer.
The portal emphasizes urgent open actions, unassigned requests, due dates, request details, launch impact, and project progress.
Completed requests, blockers, known exceptions, and final approval should all support the same go-live decision.
A launch portal should reduce client confusion, not ask clients to learn the agency operating system.
Clients browse a shared PM board and guess what applies to them.
Shipperly shows the client-owned launch requests and assigned actions relevant to go-live.
Every stakeholder asks the agency where to respond.
Stakeholders use magic links to complete assigned requests, comment, or flag blockers.
Final approval is disconnected from the work clients completed.
Final approval follows the same readiness trail of assignments, blockers, and exceptions.
An agency client portal is a client-facing workspace where clients can see and respond to the requests, approvals, blockers, and launch actions that apply to them.
This use-case page focuses on the agency workflow and client-routing process. The feature page explains the product surface in more detail.
A Client Lead should route or delegate client-owned launch work, while the agency keeps visibility and can override assignments when needed.
No. It gives clients a focused launch action portal while the agency can keep using its internal PM system for production work.
A practical agency client portal workflow for routing website launch requests to Client Leads and stakeholders without exposing the full agency PM system.
