Working together
Your client portal: projects, files, and feedback in one place
A guide to following your project, sharing materials, reviewing designs, and staying informed through your client workspace.
One place for your project
The client portal brings project updates, shared files, feedback, and billing links into one workspace. Each client account sees only the projects assigned to it.
You can follow the project stage, check the target date, and review the latest work without searching through separate email conversations.
Start with the overview
Your dashboard shows your projects and recent activity. Open a project for its overview, next steps, recent work updates, and links to its files and invoices.
The work log shows dated summaries and hours recorded by the studio. The project snapshot separates this week’s hours from the total logged for the project.
Share and review files
Upload the manuscript, images, or other source materials needed for your project. The studio can share design previews and final deliverables in the same workspace. Files are organized by their purpose so you can find what you need.
Use the Messages section to explain feedback and identify the file or page you are discussing. When a preview is ready and you are happy with it, its approval button records your approval for that version.
Keep the conversation with the project
Messages stay with their project, alongside the related files and work log. This helps keep questions, decisions, and feedback in context.
Posting an update does not automatically send an email. The studio can prepare a summary, review the recipient and message, and choose when to send it.
Project summaries by email
A project summary can include the work completed during a selected date range, hours logged, files shared, and next steps. The studio reviews the email before sending.
The summary opens as a draft in your mail app for review and sending. Automatic email delivery is not connected, and opening a draft does not confirm delivery.
Invoices and payments
The Billing section contains the PayPal invoice links shared by the studio. Payments are completed through PayPal, and the studio confirms payment status in the portal.
Access to your workspace
Your workspace is available online through the Client Portal link. The studio creates your account and provides your email sign-in and a temporary password. Choose your own password on your first visit before opening your projects.
Your account gives you access to your own projects, branding, and shared files. Contact the studio if you need a password reset. You do not need a Dropbox account to use the portal’s file uploads.
Have a question about your project?
Contact the studio for help with your workspace or to discuss a new project.
Start a project inquiry →