Creative agencies
Collect feedback on the right design version, then track the next revision.
Start with thisBuild a client portal for projects, files and approvals
Give clients a clear place to review work and send requests. Teable builds the portal from your brief, files or connected data. Start for free.
- Create a client portal for design approvals, file versions and change requests.
- Build a consulting portal with deliverables, client questions and a document checklist.
- Build a customer workspace for monthly reports, requests and invoice status.
Trusted by teams at
What a client portal builder does
An online customer workspace lets clients check work, review files and send requests. A client portal builder turns your team’s records into that focused experience.
What your client sees when they open the link
Illustrative examples · sample client views
Choose a client view
Brand launch approvals
Next: approve concept BMilestones
- Brief confirmedApproved
- Concept reviewAwaiting client
- Final assetsNext
Documents
Launch brief
Confirmed scope
Concept B · v3
Ready for review
Feedback log
2 open comments
Invoices
- Design milestone
- $2,400Awaiting approval
- Final delivery
- $1,200Not invoiced
Latest request
Please keep concept B and update the packaging color.
Assigned to Maya · response in progress
A client portal shaped around your work
Turn your project records into a focused customer view. Choose the milestones, files and billing information to share.
- Client view
- Configure each client’s view around their project status, documents, invoices and requests.
- Your records
- The portal reads from the projects and invoices you track; update a record and the client view follows.
Turn requests into an accountable workflow
Capture a request with its project and owner. Keep progress and your reply attached to the work, not a separate inbox.
- 1 Submitted
- The client sends a request with context; attachments optional.
- 2 Assigned
- A teammate owns it and replies in the same thread.
- 3 Visible
- The client sees the status and the answer without asking again.
Control what each client can access
Set client and team roles around your records. Keep internal notes private while sharing the updates a customer needs.
- Client role
- Read access to their own records; internal notes and other clients stay hidden.
- Team role
- Your team edits the underlying records and controls what is shared.
Start with the clients who email you most
Consulting teams
Share the agreed next steps and give clients a place to supply missing documents.
Start with thisOngoing services
Give each account its own reports, open requests and billing overview.
Start with thisCompare three ways to work with clients
Choose around what customers need to do—not just where files live.
| Your workflow | Email & shared folders | Build with coding tools | Teable |
|---|---|---|---|
| Best fit | One-off file delivery | A product with bespoke logic | A portal shaped around your records |
| Client actions | Agree a feedback process | Implement forms and approvals | Generate requests and review flows with AI |
| Keeping it current | Maintain links and status notes | Maintain code, data and access rules | Update records and refine the app |
Describe it, test it, invite clients
- 1
Describe your client workflow
List what clients ask about—status, files, invoices—or attach a sample project tracker.
- 2
Test with both roles
Open the portal as a teammate and as a client; check exactly what each role can see before inviting anyone.
- 3
Share and automate gradually
Send clients the link, then add reminders and notifications as the workflow settles.
Tools that adapt to the way teams work
Aman Chadha
AI Leader · Google DeepMind
I used Teable for a team with leads spread across sheets, CRM exports, and automations. We now import, follow up, and track dashboards in one flow. One system replaced half a dozen disconnected tools.
Leo
AI Systems Builder · AI SCWORK
🧨 Teable does not just compete with Airtable. It exposes what Airtable is missing. Modern teams do not need nicer spreadsheets. They need operational systems that can run themselves. Teable turns tables into workflows, AI actions, and internal apps.
Anas Riad
AI Consultant & AI Engineer · Adway
Teable 3.0 feels like a grown-up spreadsheet. It keeps the familiar grid and adds automations, AI actions, and internal app building in one platform. I finally got the control model I used to assemble manually.
Building and sharing questions
Is it free to build a client portal?
Yes. Teable includes a one-time credit allowance to try building and refining a portal with AI. Start with one client workflow; credit use depends on the work you request. When the allowance is used, choose a paid plan to continue AI work. See current plans for allowances and access options. See current plans
Can I start without an existing portal or code?
Yes. Describe what clients need to see and do, then add a sample tracker or connect the records you already maintain. Teable can generate a web app around that workflow. Begin with one client and refine the screens before inviting more.
How do approvals stay tied to the right file?
Keep a version, reviewer and decision beside each deliverable. Ask the Agent to link feedback and approval records to that version, so a revised design does not inherit an old approval. Decide which changes require another review.
How do I keep client records separate?
Set data permissions for client and team roles alongside the portal screens. Before sharing live records, sign in as two different clients and a teammate, and check each role’s files, requests and internal notes.
Can the client portal handle invoice payments or signatures?
Show invoice status and add links to the payment or signing services you already use. Complete payments and contract signing in those services, then update the portal from your billing and signing records.
Can I change the portal after clients start using it?
Yes. Ask Teable Agent to adjust fields, pages and workflows as projects evolve. Keep stable client records, test changes to access and approvals, and then roll out the update. Clients use the portal in their browser.
Give clients one place to look
Start building for freeFree trial credits included; usage limits apply.
