Choose an agency client portal, define the service and keep briefs, approvals and billing connected.
These field notes explain the product, workflow, and tradeoffs that can change the decision.
Service businesses need more than a place to store tasks. Someone must define the promise, supply the brief, approve the version and verify the handover. Our guides connect those decisions rather than treating a software purchase as the whole solution.
We review dated documentation and create original examples, worksheets and decision tools. We have not hands-on benchmarked these products. ManyRequests is one candidate; keeping a sufficient existing system is a valid outcome.
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Choose the decision that is slowing the work down.
Compare the missing capability before replacing a working setup.
Follow this path →02 · 14 guidesDefine what clients buy, what they submit and who can act.
Follow this path →03 · 14 guidesConnect queues, versions, approvals and responsibilities.
Follow this path →04 · 14 guidesKeep records, permissions and billing decisions coherent when plans change.
Follow this path →Original worksheets, not vendor quotes. Entries stay in this browser.
Allocate software and shared extras across active clients. Defaults are invented examples, not a ManyRequests quote. Direct project costs remain separate.
Choose the closest problem.
Dated documentation, explicit unknowns and our own operational recommendations.
Choose the question closest to your situation, then follow the related guides when they help you take the next step.
A portal connects the client promise to the work; it does not replace your responsibility for delivering it.
Read the guide →Buying guideShortlist ManyRequests for recurring client requests; test the service rules and access boundaries before moving your agency.
Read the guide →Buying guideChoose alternatives by workflow: subscription delivery, agency planning, document collection or a sufficient existing workspace.
Read the guide →Side-by-side comparisonBoth address agency delivery; compare the exact feedback, payment and request-control journey you need.
Read the guide →Side-by-side comparisonCompare how a service order becomes owned work, not which platform has the longest agency feature list.
Read the guide →Side-by-side comparisonStart with your hardest job: client self-service or planning people, projects and financials across the agency.
Read the guide →Side-by-side comparisonUse a collection tool for a collection bottleneck; evaluate a delivery portal when the work continues after the brief arrives.
Read the guide →Side-by-side comparisonNotion offers a flexible workspace; a service portal may reduce the rules your team must maintain around it.
Read the guide →Important limitationsDo not buy a portal to solve a problem your current clients and team do not have.
Read the guide →Subtract already committed delivery hours from usable team capacity. This simple planning balance is not a promise of throughput, an employee-performance score or an income forecast.
Build a realistic capacity budget →Planning balance
Invented example. Include review and interruption allowances before entering usable capacity. Nothing is saved or sent.