Everything you need to run your client business from one place.
Client onboarding. Project management. One-click approvals. Invoicing. Team collaboration. White-label branding. All in one platform — so you never juggle 5 tools again.
Make the platform yours before inviting clients.
White-Label Branding
The client portal looks and feels like an extension of your agency. Add your logo, customize colors, and present a polished, professional experience — from onboarding through invoicing.
- paletteCustomize portal colors to match your brand
- imageReplace the TryApprove logo with yours
- visibilityClients see your brand, not ours
- starImpress clients with a premium experience
One link for everything. Zero client friction.
Automated Client Portals
When you create a project, TryApprove automatically emails your client a secure link to their branded portal. They can access onboarding docs, deliverables, approvals, and invoices — all from one place, no signup required.
- mailAutomatic email sent the moment you create a project
- lock_openClient clicks the link — instant access, no signup required
- notifications_activeClient gets re-notified every time you add a new task
- repeatYou never manually send a link again
Automatic Email Sent
to: client@company.com
Your review portal is ready ✨
Click below to view the project, leave feedback, and approve deliverables — no signup needed.
Onboard clients before the work even starts.
Client Onboarding
Send contracts for e-signature, intake questionnaires to understand requirements, schedule kickoff calls, and share welcome docs — all automated. Your clients get a professional first impression and you gather everything you need upfront.
- descriptionSend contracts and collect e-signatures
- quizCustom intake questionnaires to gather requirements
- video_callSchedule kickoff calls directly from the portal
- waving_handShare welcome docs and brand guidelines
Client Onboarding
4 steps • Automated
Pin feedback exactly where it matters.
Visual Feedback & Annotations
No more vague comments like "the thing on the left needs work." Clients drop pins directly on your designs, images, PDFs, videos, and live websites — so your team always knows exactly what needs to change.
- ads_clickPoint-and-click annotations on any asset
- attach_fileAttach reference files directly to comments
- forumThreaded discussions on every pin
- video_libraryTimestamped comments on video content
Sarah Chen
"Can we make this headline bolder? It gets lost on mobile."
John Park
"Love this section — approved as is! ✓"
Approve, revise, or comment — in one click.
One-Click Approvals & Revisions
Clients review deliverables directly in their portal and click to approve or request changes. The moment they act, you get notified instantly. No more waiting days for a "looks good" reply buried in an email thread.
- check_circleClient clicks "Approve" — done, timestamped, recorded
- edit_noteClient clicks "Request Changes" with clear feedback
- boltYou get notified the instant they respond
- historyEvery approval and revision is tracked with full history
Invoice clients without leaving the platform.
Invoicing & Billing
Create and send professional invoices directly from TryApprove. Track payment status, send reminders, and keep your billing organized alongside your projects — no need for a separate invoicing tool.
- receipt_longCreate professional invoices in seconds
- sendEmail invoices directly to clients
- track_changesTrack payment status in real-time
- notificationsAutomated payment reminders
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.
TryApprove vs. The Old Way
See exactly what changes when you stop juggling 5 different tools.
| What You're Doing | With TryApprove | Without TryApprove |
|---|---|---|
| Onboarding new clients | check_circleContracts, questionnaires, and welcome docs — all automated | Scattered emails, PDFs, and manual follow-ups |
| Sharing work with clients | check_circleAutomatic — client gets a portal link instantly | Manually email links every time |
| Client access | check_circleOne magic link, no signup needed | Account creation, passwords, login issues |
| Collecting feedback | check_circlePin comments directly on the work | Vague email descriptions, screenshots |
| Getting approvals | check_circleOne-click approve with instant notification | Check email obsessively, then follow up |
| Invoicing clients | check_circleBuilt-in invoicing alongside your projects | Separate invoicing tool, manual tracking |
| Branding | check_circleFully white-labeled with your logo & colors | Generic tool UI or your email signature |
Stop juggling tools. Start delivering.
Join agencies and freelancers who've replaced their entire tool stack with one platform for onboarding, projects, approvals, and invoicing.
14-day free trial · No credit card required