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# Client Portal: How to provide transparency and reduce follow-up emails
- URL: https://blog.jestor.com/client-portal-how-to-provide-transparency-and-reduce-follow-up-emails/
- Published: 2026-01-07T18:19:13.000Z
- Updated: 2026-01-07T18:19:13.000Z
- Author: Aline Valério

For consultancies and agencies, sending PDF reports via email is a thing of the past. The trend is offering an interactive **Client Portal** (created in **Jestor**), where the client logs in to see project progress, approve deliverables, and download files, without needing to call the account manager.

### **The end of "Where are we?"**

The client calls because they are anxious. They don't know if the work is being done. Giving access to a Portal reduces anxiety and shows professionalism.

### **Creating the Experience in Jestor**

You create a secure "Client View."

- **Timeline:** The client sees phases: "Planning (Done)," "Development (In Progress)."
- **Approvals:** Instead of replying to an email with "Approved," the client clicks an "Approve" button inside the portal. The system logs the timestamp.
- **Files:** All contracts and final deliverables are organized in folders for download.

### **Frequently Asked Questions (FAQ)**

**Does the client see my internal chats?** No. In[Jestor](https://jestor.com/?ref=blog.jestor.com), you configure permissions. The client sees "Delivery Date" and "Status" fields, but not "Internal Cost" or team chat.

**Is it hard for the client to use?** No, the interface is simplified. They see only what they need, without complex buttons.

**Can I brand it?** Yes. The portal can have your logo and colors, looking like your agency's proprietary software.

### **Conclusion**

With **Jestor**, you deliver a premium experience that retains clients and unburdens your account team.

Create your client portal:[https://jestor.com/](https://jestor.com/?ref=blog.jestor.com)