Built for Marketing Agencies
One portal where every client sees the work, the files, and the invoices
Marketing clients ask 'where are we on this?' constantly — and answering across email, Slack, Drive, and a separate invoicing tool is a tax on your team. AMW ClientHub gives each client one branded portal for projects, files, messages, approvals, and billing, so the agency looks organized and your AMs stop being a human status page.
Why agency client management gets chaotic
- Clients ask 'where are we on this?' constantly, and your AMs become a human status page instead of doing strategy.
- Deliverables, drafts, and approvals are scattered across email, Slack, and Drive, so the file a client needs to sign off on is never where they expect it.
- Onboarding a new client is a manual scramble of welcome emails, questionnaires, and folder setup that's different every time.
- Billing lives in a separate tool, so the client experience is split — great work in one place, invoices in another.
- Without a branded client view, a sharp agency can still feel disorganized to the client, which undercuts retention and referrals.
A branded home for every client relationship
One branded portal per client
Each client gets a single, on-brand home for their projects, files, messages, and invoices — so the agency feels organized, not scattered across five tools.
Self-serve status for clients
Clients see project progress and timelines themselves, so your AMs stop being a human status page and get back to strategy.
Files and approvals in one place
Drafts and deliverables live where the client expects them, with approvals built in — no more hunting through email and Drive for the file to sign off on.
Repeatable onboarding
New clients run through a consistent welcome, questionnaire, and kickoff flow, so every engagement starts clean instead of a manual scramble.
Invoices in the same place as the work
Billing lives in the portal alongside the deliverables, so the client experience isn't split between great work and a separate invoicing tool.
Part of the AMW Suite
ClientHub shares the same client record as your CRM and proposals, so the relationship — sale, delivery, billing — is one continuous thread.
How it works
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1
Spin up the client portal
Each new client gets a branded portal with their projects, files, and billing in one place.
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2
Onboard on a repeatable flow
Welcome, questionnaire, and kickoff run the same way every time — no manual scramble.
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3
Clients self-serve status
Clients check progress, timelines, and files themselves, so AMs stop fielding 'where are we?'
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4
Deliver and bill in one place
Drafts, approvals, and invoices all live in the portal, so the experience stays organized end to end.
Ready to set this up for marketing agencies?
Our team scopes the setup and migration with you — you start with a working system, not an empty workspace.
Frequently asked questions
- Is the portal branded to our agency?
- Yes — each client portal is on your agency's brand, so the client sees an organized, professional experience rather than a generic third-party tool.
- Will it cut down on status-update questions?
- That's the point. Clients see project progress, timelines, and files themselves, so your account managers stop being a human status page and get back to the strategic work.
- Does it handle client onboarding?
- Yes — new clients run through a repeatable welcome, questionnaire, and kickoff flow, so every engagement starts clean instead of a different manual scramble each time.
- Are invoices in the portal too?
- Yes. Billing lives in the same portal as the deliverables, so the client experience isn't split between the work in one tool and invoices in another.
- How does it fit with our CRM and proposals?
- ClientHub is part of the AMW Suite and shares the same client record as the CRM and proposals, so the full relationship — from sale to delivery to billing — is one continuous thread.
- Can we migrate from Basecamp or Notion?
- Yes — our team scopes the migration and handles setup, onboarding your agency on Slack for the first few weeks so you have a working portal from day one.
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See it working for marketing agencies.
Our team scopes your setup, handles the migration, and walks you through it — you start with a working system, not an empty workspace.