Agency client portal

Build better client relationships

Demonstrate your agency’s value by making communications clear and simple across interactive video calls and recordings. Keep all your meetings, notes, working files and final deliverables in one place with clients.

Build better client relationships

Switchboard helps agencies and their clients:

  • Stop context switching with everything in one space
  • Make progress faster by avoiding miscommunications
  • Communicate across docs, tools, meetings, and videos
  • Create more efficient feedback loops

Use any tool, including:

1.

Improve communication and stay aligned

With all your files, meetings, recordings, and to-do’s managed in the same space, everything stays in context instead of scattered across emails or disconnected from the original goals.

2.

Reduce context switching (for you and your clients)

With account managers in back-to-back meetings and clients working in different ways across different tools, your room keeps everyone grounded and focused, even at a moment’s notice.

3.

Hand off more impactful final deliverables

Don’t just attach files—group final deliverables together in an “approved” section and record a walkthrough of assets, how to use them, and FAQs that clients can watch anytime.

Every tool from any client

Any web-based tools work natively in Switchboard’s browser apps—so you can close out those extra tabs and focus on making progress. Just paste a URL into the canvas and you’re in. You can add images, videos, text, sticky notes, and PDFs too.

Every tool from any client

How to create your client portal room

  1. Set the agenda. Use the notepad app to set your meeting agenda and take notes. Track anything that comes up in a meeting or between them with an open question app. Our AI assistant can summarize and brainstorm solutions based on what’s in your room.
  2. Log into the tools you use. Use browsers to log into any relevant web apps where your working files, project management tools, and statements of work live. You can also upload any file here.
  3. Invite your clients. Share your room with your client—all your work, meetings, feedback, and follow-ups are in the room, instead of scattered across threads. 
  4. Show your work and stay organized. Group related items together in sections to make everything even easier to find.

More effective client meetings with:

  • Video and voice calls
  • Browsers for any web app
  • Notepads, stickies, and open question apps to track everything
  • Room recordings
  • Screen sharing and presentation mode
  • AI summaries, and idea generation
  • Live chat and comment threads
  • Voting app for favorite ideas, designs, etc.