Keep clients informed
Turn project notes into updates with source links. Review the draft before sharing it with your client.
All plans
ANGELWOOD · CLIENT UPDATES & APPROVALS
The client portal that keeps your firm and clients in sync.
For consultants, agencies and professional services firms: share reviewed updates, record client approvals and see who needs a follow-up.
No credit card required.
Update ready for review
Example consulting project
Research complete. Next: review the recommendations.
Draft · firm review needed
Review the draft →Outstanding approval
Recommendations
The client’s decision is needed before the next phase.
Pending · due Friday
See the approval step →Relationship needs attention
Example advisory project
No recent portal visit. Check in with your client.
Follow-up suggested
Explore engagement signals →TRY THE WORKFLOW
From draft to client decision.
Play both sides: review an update as the firm, approve it as the client, then see the engagement record.
- 1. Update drafted
- 2. Firm reviews
- 3. Client approves
- 4. Engagement tracked
Firm workspace · Example consulting project
Update drafted
Project notes become an editable update. Your firm checks it before sharing.
Source: project notes
Research complete. Recommendations ready. Client approval needed by Friday.
Research is complete. We have prepared the recommendations for your review. Please approve them by Friday so we can start the next phase.
Interactive example · sample data · no account needed
Clear updates. Recorded decisions. Timely follow-ups.
Get approvals and decisions recorded
Give clients a clear request and keep their decision alongside the work. Coordinate multiple approvers on Agency.
All plans · multiple steps on Agency
Identify relationships needing attention
Use portal activity and pending approvals to decide who needs a conversation. Follow up with context.
All plans
Built specifically for professional services firms
Example workflows for teams that work closely with clients.
Consulting Firms
Keep clients informed on project milestones with automated status updates. Streamline deliverable approvals and scope change sign-offs in one portal.
Agencies
Share deliverables, collect feedback and record approvals before moving to the next phase.
Accounting & Advisory Firms
Share regular progress updates, record client decisions and use portal activity to guide your next check-in.
Your firm stays in control
Review before sharing
Check and edit AI-drafted updates before sharing them with clients.
Keep a decision record
See approval status and recorded client decisions. Audit exports are available on Growth and Agency.
Compare controls by planUnderstand data handling
Review how information is collected and used, and how to contact us about your data.
Read our privacy policyChoose a plan for your firm
14-day free trial. No credit card required. Prices in USD, billed monthly.
Starter
$99 /month
For independent consultants and small firms.
3 seats · 10 client portals
- ✓ Client updates and source links
- ✓ Client approvals and decisions
- ✓ Portal activity tracking
- ✓ One scheduled cadence
Growth
$249 /month
For teams managing a growing client portfolio.
10 seats · 50 client portals
- ✓ Everything in Starter
- ✓ Multiple scheduled cadences
- ✓ Brand colours and logo
- ✓ Audit exports and PM write-back
Agency
$499 /month
For firms coordinating more clients and approvers.
20 seats · Unlimited client portals
- ✓ Everything in Growth
- ✓ Multiple approval steps
- ✓ Custom domains and white-label
- ✓ Roles and permissions
| Capability | Starter | Growth | Agency |
|---|---|---|---|
| Draft updates, firm review and source links | Included | Included | Included |
| Client approvals, decisions and portal activity | Included | Included | Included |
| Scheduled cadences | 1 | 50 | Unlimited |
| PM sync (supported providers) | Read-only | Read + write-back | Read + write-back |
| Brand colours, logo and audit exports | Not included | Included | Included |
| Multiple approval steps and advanced roles | Not included | Not included | Included |
| Custom domain and white-label | Not included | Not included | Included |
Available PM connections: Asana, ClickUp, Basecamp, Jira, Linear, Monday.com, Trello, Teamwork, Wrike, GitHub. Connections require an account with the provider; write-back depends on the provider and your plan. Notion is available for migration, not live PM sync.
SSO, data residency and service-level commitments are not promised in these plans. Contact us about your requirements. See planned capabilities separately.
View pricing and buying FAQs →Frequently Asked Questions
Can’t find the answer you’re looking for? Don’t hesitate to get in touch with our customer support team.
Start with your next client update.
Create a portal, review your first draft and invite your client.
Start 14-day free trial →No credit card required.