Updates scatter across channels
Important context gets split between email, chat, meetings, and task tools that clients cannot access.
Client Portal for Agencies
Give every client one clear place to follow the work
Give clients a branded portal for project status, comments, files, and invoices—without another account or status-update email.
Clients should not need to search old email threads to understand what is happening. Sarion gives each client a unique portal link where the information already maintained by your team becomes a clear, client-facing view. Status, due dates, comments, files, and invoices stay attached to the work.
The operational gap
Status updates should not consume delivery time
The cost is not only software spend. It is the repeated coordination required to keep disconnected records accurate.
Clients ask for information you already have
When project status is internal-only, the team repeatedly rewrites the same update for external stakeholders.
Generic shared boards expose too much
Inviting a client into an internal project tool can reveal operational detail and create a confusing experience.
How it works
A client-facing view powered by your live workspace
Sarion keeps the core steps of agency delivery connected without requiring a custom system.
Add your agency identity
Configure your agency name and logo; Growth adds a custom domain and Agency adds full white-label presentation.
Share one unique link
Each client receives a shareable portal link and does not need to create a separate account or remember a password.
Publish progress through the work
Project status, dates, activity, comments, and shared files give clients current context without a parallel report.
Keep invoices visible
Clients can see invoice status alongside delivery instead of searching email attachments or asking what is outstanding.
Connected workspace
Explore the capabilities behind the workflow
Go deeper into each product area, or start with the full workflow here.
Branded presentation →Agency identity on the client experience, with branding controls that vary by plan.Project status and comments →Contextual progress and conversation where the work is shown.Files and activity →Shared delivery context and recent changes in one destination.Invoice visibility →Paid and pending invoice context linked to the client.
Who it is for
Built for client-service teams
- Agencies fielding frequent status requests
- Studios that want a more polished client experience
- Remote teams working across time zones
- Freelancers who want delivery to feel structured
A portal is different from inviting clients into your task tool
An internal project system is optimized for assignments, dependencies, and team discussion. A client portal should be calmer: it should show the information a client needs without exposing internal work. Sarion separates those perspectives while keeping them connected, so the agency updates its workspace and the client sees the relevant result.
FAQ
Questions about client portal for agencies
Do clients need a Sarion account?
No. Each client can open a unique shareable portal link without creating an account or remembering a password.
Can the portal use my agency branding?
Yes. Branding capabilities depend on the plan: the free portal is powered by Sarion, Starter includes basic branding, Growth adds a branded portal and custom domain, and Agency includes full white-label.
What can clients see?
Clients can see the delivery information shared through their portal, including project status, dates, comments, files, activity, and invoice context.
Can I see the portal before signing up?
Yes. The public portal demo lets you explore the client experience with sample data.