ClientPress is a WordPress plugin that gives your agency a private, branded client portal — built directly into your existing WordPress site. Instead of juggling third-party project tools, your clients log in to your website and access everything they need in one place.
What Your Clients Get #
Each client gets their own portal — a private, password-protected space on your site that can include:
- Discussion — A private messaging thread between your team and the client
- Message Board — A topic-based space for broader team conversations
- Tasks — A shared task manager with list and kanban board views
- Calendar — A visual calendar showing task due dates
- Files — A secure area for uploading and sharing files, with an approval workflow
- Deliverables — A formal space for submitting work and collecting client approvals
- Tools & Links — A curated board of links, resources, and tools relevant to the project
- Guides — Global support documents your agency writes and assigns to clients
- Docs — Portal-specific documents for that individual client
- People — A directory of everyone on the project — your team and the client’s contacts
You choose which of these features are active. Any tab you disable is hidden completely from clients.
What You Get as an Admin #
- A portal management dashboard inside your WordPress admin
- Full control over who can access each portal
- Project Manager accounts that give team members portal access without WordPress admin access
- Client invitation flow — clients receive an email, set a password, and are automatically added to their portal
- Outbound webhooks and a REST API for connecting to Zapier, Make, OttoKit, and other tools
- Per-portal branding — accent color, logo, and icon
- An activity log tracking everything that happens in each portal
How Portals Are Structured #
Portals are the top-level container. Each portal belongs to one primary client, but you can add sub-clients and project managers as well.
Portals can also have hubs — child portals nested underneath a parent. This is useful for agencies managing clients with multiple projects or departments, where each hub represents a separate workstream under the same client relationship.
Where Portals Live on Your Site #
All portals are accessible under the /client-portal/ URL path on your site. Clients can only see portals they have been given access to. Visiting /client-portal/ shows a logged-in user a list of all their portals.
