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Review and sign your contract http://contact-linkOpen
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Download a copy http://contract-download-linkOpen
Setup note:
Client Portal links to your contract. It doesn't do the signing, so keep using whatever tool you already trust. This is just where your client finds it.
- Most signing tools (DocuSign, Adobe Sign, and others) give you a shareable link. Add it to the "Review and sign your contract" button so your client signs in their browser.
- Prefer email? Sign your usual way, then upload the signed PDF to using the Files module type.
Setup note:
Client Portal links to your contract. It doesn't do the signing, so keep using whatever tool you already trust. This is just where your client finds it.
- Most signing tools (DocuSign, Adobe Sign, and others) give you a shareable link. Add it to the "Review and sign your contract" button so your client signs in their browser.
- Prefer email? Sign your usual way, then upload the signed PDF to using the Files module type.
Setup note: Use the Client Upload module to allow your clients to upload any useful assets.
Please note in this example it is a public portal, so the Client Upload feature is not displayed.
You cannot upload files to a public portal.
Setup note: Link your scheduling tool (Calendly, SavvyCal, and others all give you a link) so clients can book without the back-and-forth.
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View and pay your outstanding invoices http://invoice-linkOpen
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Download your invoice receipts http://invoice-linkOpen
Setup note: Link this to wherever you invoice. You can drop in a payment link (Stripe and most invoicing tools give you one), or upload a PDF of each invoice.
Slack is best for quick questions and day-to-day updates. For approvals or changes to scope, please use email so we have a clear record.
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Figma http://figma-linkOpen
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Loom http://loom-linkOpen
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Notion http://notion-linkOpen
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Google Drive http://google-linkOpen
These are the tools we use day to day. You don't need an account for all of them, but a free Figma and Loom login makes feedback much easier.
We keep your site updated, backed up, and secure, and include a set allowance of small changes each month. Billed monthly, cancel any time.
Send us a URL and within three working days you get a 15 to 20 minute screen recording walking through the page, plus a prioritised list of changes to lift conversions. One-off, fixed price.
Book a single hour and we'll spend it on a screen-share fixing, changing, or planning whatever you need most. Useful between projects or when something comes up.
Help and FAQ
The questions clients ask most often. If yours isn’t here, email us at hello@agency.com and we’ll get back to you within one working day.
How do I log back into the portal?
Use the link in your welcome email. It’s worth bookmarking that page so you can get back to your files and links whenever you need them.
When do I need to pay?
A deposit is due before we start, and the balance is due on launch. You’ll find every invoice in the paperwork section, and we’ll email you when a new one is ready.
What do you need from me?
Mostly your content, your feedback at each stage, and quick answers to the odd question. Anything we’re waiting on will show up with a due date so it’s easy to track.
Can I change the scope partway through?
Yes. Tell us what you have in mind and we’ll quote it before doing any work, so there are no surprises on the invoice.
What happens after launch?
You get the files, the logins, and a short guide to looking after the site. If you’d like us to keep an eye on it, take a look at the website care plan in the add-ons section.