Find promising leads
Score leads and get suggested lead details to help prioritize opportunities.
AIProject health checks and reply drafts, built in
New Project
Client feedback, approvals & projects in one branded portal.
The client workspace for creative agencies. Projects, client communication, creative reviews, and approvals — connected in one workspace built for the way agencies work.
- Your logo and colors on every client portal
- Clients don't need their own subscription
/northwind-studio/agency/dashboard
Overview
Tuesday — 4 projects in flight
Active Clients
12
Pending Projects
4
Client Requests
3
Active Projects
Harbor & Pine — WebsiteIn review
Lumen Dental — Brand identityActive
Fieldwork — Launch campaignApproved
Client AI Suggestions
- 1Follow up with Lumen Dental on logo round 2
- 2Harbor & Pine has 2 unresolved comments
- 3Send proposal to Oakline Realty lead
Built for the people behind the creative work
- Web design agencies
- Branding studios
- Creative agencies
- Web development studios
- Independent designers
- Client-service teams
The agency workflow problem
Great creative work shouldn't get lost in the process. When conversations live in email, files live in different tools, and requests come from everywhere, keeping everything organized becomes a job of its own.
Your team creates the work. Your clients provide feedback. Projects move through revisions, approvals, and deadlines. ClientAI brings the workflow together, so your team spends less energy managing the process and more time delivering great work.
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01
Feedback scattered everywhere
Bring project conversations and review comments into one organized workflow, attached to the work they're about.
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02
Files without clear versions
Keep deliverable versions and review decisions connected to the project, so nobody asks which file is final.
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03
Repeated client follow-ups
Give clients a dedicated place to communicate, submit requests, and review work — without another email thread.
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04
Limited operational visibility
See pipeline, project activity, time tracking, and reporting in the same workspace as the work itself.
Product tour
One workspace. Two experiences.
Your team runs the agency on one side. Your clients review, approve, and collaborate on the other — under your brand.
/northwind-studio/agency/dashboard
Overview
Tuesday — 4 projects in flight
Active Clients
12
Pending Projects
4
Client Requests
3
Active Projects
Harbor & Pine — WebsiteIn review
Lumen Dental — Brand identityActive
Fieldwork — Launch campaignApproved
Client AI Suggestions
- 1Follow up with Lumen Dental on logo round 2
- 2Harbor & Pine has 2 unresolved comments
- 3Send proposal to Oakline Realty lead
Run your agency from one place.
Organize clients, manage projects, assign team members, track tasks, coordinate deliverables, manage leads, and see what's happening across your agency.
- Clients
- Projects
- Pipeline
- Inbox
- Reports
/northwind-studio/client/dashboard
Overview
Finish setting up your projectContinue
Projects in Flight
2
Designs to Review
1
Recent Deliverables
Homepage · v3
Review
Give clients a better way to work with you.
A dedicated portal in your logo and colors where clients follow projects, access documents, review deliverables, submit requests, and message your team.
- Projects
- Reviews
- Requests
- Messages
- Documents
Homepage design
Harbor & Pine Coffee · Revision 2 of 3
v1
v2
v3 · In review
1
2
3
Comments · v3
1Maya (client)
Can the headline feel a little bolder?
Jordan Updated weight in v3 — take a look.
2Maya (client)
Love this paragraph. Swap in our new tagline?
3Resolved
Request revisions
Approve
Feedback pinned to the right version.
Clients click the exact spot they mean. Your team replies and resolves. Then the client approves the version or requests revisions.
See how approvals workPipeline
Score all leadsLead · 2
Oakline Realty
$8,500 · Referral
AI score 86Brightside Clinic
$4,000 · Website
AI score 58Qualified · 1
Marlow Bikes
$12,000 · Event
AI score 79Win the work where you deliver it.
Track leads from first contact to won, score them with AI, and convert a won lead into a client in one step.
Explore the agency CRMIllustrative previews with sample data.
Designed for creative work
Get feedback. Make revisions. Get approval. Keep moving.
No more guessing which version a comment refers to. Keep feedback connected to the deliverable, resolve comments as the work evolves, and give clients a clear way to approve a version or request revisions.
- Versioned deliverables
- Comments pinned to versions
- Replies and resolution
- Approval decisions
- Revision requests
- Phases and client sign-offs
Harbor & Pine — Website
Project phases
- DiscoveryComplete
- Sitemap & wireframesApproved
- Visual designIn review
- DevelopmentLocked
- LaunchLocked
Client sign-off requested for Visual design
Sign off
Illustrative preview with sample data.
Branded client portal
Make your client portal feel like part of your agency. Your logo and brand colors, your branded login page, and one consistent place for clients to work with your team.
Branding
Logo and brand colors for your workspace
NS
northwind-logo.svg
Workspace logo
Brand Colors
Primary
Secondary
Accent
NSNorthwind Studio
Sign in
maya@harborandpine.com •••••••••• Sign in/northwind-studio/login
Illustrative preview with sample data.
- Agency logo and workspace brand colors
- Branded login pages for your workspace
- Each client sees only their own projects
- Documents and deliverables in one place
- Client messaging with your team
- Requests and client onboarding
Every client relationship, from first lead to final sign-off.
What's inside ClientAI
- workspace for your team and clients
- 1
- experiences: agency workspace and client portal
- 2
- pipeline stages, from lead to won or lost
- 6
- AI-assisted workflows for leads, replies and projects
- 10
Beyond project management
Keep the business behind the creative work in view. Manage opportunities, coordinate your team, and understand how work is progressing.
- 01
Client relationships and pipeline
Manage contacts, organize leads, record interactions, and convert qualified leads into clients.
- 02
Shared agency inbox
Connect mailboxes over IMAP and SMTP to manage conversations and incoming attachments within your workflow.
- 03
Time and team operations
Track time, review team utilization, and see reporting across projects and pipeline activity.
- 04
Project and client management
Manage phases, tasks, deliverables, documents, messages, client requests, and activity.
Inbox
Marlow Bikes · Re: Website timeline
Could we push the launch to early next month? Attached our updated product list.
products.xlsxSuggested reply
Thanks for the update — moving launch is no problem. I'll adjust the schedule and share it by Friday.
Time Tracking
Homepage build
Harbor & Pine · Billable
Weekly Hours
Team Utilization 78%
Illustrative preview with sample data.
Intelligence built into the workflow
Less busywork. More time for the work.
AI-assisted workflows help your team with leads, proposals, messages, and project information. Every result is a draft for your team to review.
Project health check
Needs attentionLumen Dental — Brand identity is in revision 2 of 3. Two client comments are unresolved and the logo phase has been in review for 6 days.
Suggested next steps
- →Reply to the open comments on logo v2
- →Ask the client for a sign-off date
AI-generated draft · review before acting
Prepare proposals
Generate proposal email drafts for prospective clients from what you know about the lead.
Draft replies
Get assistance drafting outreach and inbox responses.
Understand project activity
Generate project health checks and agency-level summaries.
From scattered workflows to one workspace.
Create your workspace-
Set up
Create your agency workspace
Set up your workspace, add your logo and colors, and invite your team.
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Organize
Bring your projects and clients in
Organize client relationships, projects, tasks, deliverables, and communication.
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Collaborate
Invite clients into the workflow
Give clients access to their portal so they can review deliverables, submit requests, and collaborate with your team.
Solutions
Built for the people behind the creative work.
01
02
03
Web design agencies
Coordinate website projects, manage phases, collect feedback, and organize client approvals. Explore ClientAI for Web Design AgenciesBranding studios
Organize creative deliverables, revisions, client feedback, and final sign-offs. Explore ClientAI for Branding StudiosCreative teams
Give clients a consistent experience while keeping team coordination and project activity organized. See the product overviewPricing
The right workspace for the way your agency works.
Start with the essentials, then choose the level of capability your agency needs as your client base and team grow.
Starter
For independent creatives.
Coming soonPricing is being finalized
Start Your Free TrialIncludes:
- Branded client portal
- Projects and deliverables
- Versioned reviews and approvals
- Client requests and messaging
- Workspace logo, colors and branded login
Growth
Most agenciesFor growing agencies.
Coming soonPricing is being finalized
Start Your Free TrialEverything in Starter, plus:
- Team collaboration and project phases
- Lead pipeline and contact management
- Shared inbox for connected mailboxes
- Time tracking and reporting
- AI-assisted workflows
Scale
For established teams.
Coming soonPricing is being finalized
Start Your Free TrialEverything in Growth, plus:
- Higher usage limits
- Expanded team capacity
Is ClientAI built specifically for creative agencies?
ClientAI is designed for agencies that need to manage client relationships, projects, deliverables, feedback, approvals, and team operations in one workspace. Web design agencies, branding studios, and creative teams are its primary audience.
Can I brand the workspace for my agency?
Yes. Add your agency's logo and brand colors, and your workspace gets branded login, sign-up, and password-reset pages that your clients use to reach their portal. Workspaces live on a ClientAI web address; custom domains for the workspace aren't available today.
Can my clients access their own projects?
Yes. The client portal lets clients view their projects, documents, deliverables, assigned agency team, and messages. They can also submit requests with attachments, complete your onboarding questionnaire, and review deliverables.
Can clients approve designs and request revisions?
Yes. Upload deliverables as versions and submit them for review. Clients pin comments to a specific spot on a version, your team replies and resolves them, and clients either approve the version or request revisions. Project phases can also be signed off by the client.
Does ClientAI include CRM features?
The agency side includes a lead pipeline with stages from first contact to won or lost, lead activity for calls, emails, meetings, and notes, contacts with tags and touchpoints, and one-step conversion of a lead into a client.
Does ClientAI have AI features?
Yes. AI-assisted workflows include lead scoring, suggested lead details, proposal and outreach email drafts, inbox reply suggestions, note summaries with action items, project health checks, and agency-level summaries. AI output is a draft for your team to review, and availability depends on the platform's AI configuration.
Is each agency's data separate?
Each agency works in its own workspace, and ClientAI scopes data access to the workspace a user belongs to. Clients see the projects and information your agency shares with them in their portal.
Can I invite my team?
Yes. Invite team members by email, assign roles such as Admin, Designer, Developer, Project Manager, or Sales, and manage your team's membership from the Team page.
Do my clients need to learn a new tool?
Clients get a simple portal with their projects, deliverables to review, documents, and messages. They create a login from your email invite, and reviewing a design is a matter of clicking where they want to comment and choosing approve or request revisions.
Can I bring in my existing clients and projects?
You add clients, contacts, and projects directly in ClientAI; there's no bulk import from other tools today. Leads from your website forms can be sent in automatically through the lead-capture API.
Can I export my data?
Yes. You can export your client list and your project list as CSV files from the Clients and Projects pages.
How do I get started?
Start your free trial to create your agency account and workspace. Then add your logo and colors in Settings, invite your team, and set up your first client and project. When you're ready, invite your client into their portal.
Start today
Make client work the easiest part of running your agency.
Bring projects, feedback, approvals, and client communication together with ClientAI.
One workspace. Better collaboration. More organized delivery.