Stop juggling 5 tools to manage one client.
Onboarding, projects, approvals, and invoicing — all in one platform. Your client gets one branded portal. Your team gets one dashboard.
No credit card required
Agencies & freelancers
Approvals collected
Faster workflows
Client signups needed
One platform. Every stage of the client journey.
One branded portal
for your entire client journey
Your client gets a single link to their portal — onboarding docs, deliverables, approvals, and invoices all in one place. No account needed. No app to download.
- Contracts
- Questionnaires
- Projects
- Approvals
- Invoices
Visual feedback on designs
Clients pin comments directly on your images and videos. No more "fix the thing on the left" emails.
Automatic at every step
Every action triggers the right notification. You add a task → client gets emailed. Client approves → you get notified. Zero manual follow-ups.
Everything you need to deliver.
Onboard clients before the work even starts.
Client Onboarding
4 steps • Automated
And everything else you'd expect.
Every feature is designed to remove one more manual step from your client workflow.
File Uploads
Share images, PDFs, videos, and live links — all in one place.
Version History
Upload v2, v3, and beyond. Clients can compare any version.
Multiple Stakeholders
Invite multiple client contacts. Everyone reviews in one portal.
Auto Email Notifications
New task? New version? Client notified automatically. Every time.
No Client Signup
Clients access via magic link. No password, no account, no friction.
Project Organization
Separate projects for each client. Everything stays organized.
Task-Based Workflow
Break projects into tasks — each with its own files, comments, and status.
Approval Reminders
Automated nudges for pending approvals. Stop being the "follow-up" person.
Team Chat
Built-in messaging for your team. Discuss projects without switching tools.
Kickoff Calls
Schedule and manage kickoff calls directly within client projects.
Questionnaires
Gather client requirements with custom intake forms before work starts.
Welcome Docs
Share onboarding materials and brand guidelines with new clients automatically.
Replace your fragmented tech stack.
Stop paying for 5 different tools just to manage one client. TryApprove gives you everything in one place, saving you over $100/mo per user.
DocuSign
Contracts & e-Signatures
Typeform
Client Questionnaires
Frame.io
Visual Feedback
Asana / Monday
Project Management
Client Portal Software
Client Portals
Total Savings with TryApprove
Per User
Faster client workflows.
Agencies using TryApprove cut their entire client workflow time by more than half — from onboarding through final invoice.
Loved by agencies and freelancers.
"TryApprove replaced 4 different tools for us. We onboard clients, manage projects, get approvals, and send invoices — all from one dashboard. Our revision cycles have literally been cut in half."
Harry
Founder, HB Works
"The client portal sold me on day one. My clients get one link for everything — contracts, deliverables, approvals, invoices. They don't need an account and it makes me look way more professional."
Lisa M.
Freelance Brand Designer
"From client onboarding to final invoice, everything lives in one place. The annotation feature alone saves us hours of back-and-forth every week. No more 'can you fix the thing on the left' emails."
Daniel R.
Creative Director
Answers for teams ready to simplify.
Everything agencies and freelancers usually ask before consolidating their client workflow into one platform.
What TryApprove Replaces
TryApprove is an all-in-one client management platform for agencies and freelancers. It covers client onboarding (contracts, questionnaires, welcome docs), project management, one-click approvals with visual feedback, invoicing, and team collaboration — all in one white-label branded portal.
Ready to run your client business from one place?
Join agencies and freelancers who replaced their tool stack with one platform for onboarding, projects, approvals, and invoicing.