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Share individual pages with your client to control what they can access. Use the Share button (top right) on each project, meeting, document, or invoice you want them to see. This keeps internal workflows private while giving clients only the information they need.

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New Client Portal

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The full Agency OS gives you ready-made client portals for project status, deliverables, meetings, and invoices — no rebuilding a page for every client.

Preview the full system: Agency OS - Client Portals

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