You got into marketing to do great work — not chase clients for approvals.
CoordinateHQ is the client portal that gets your clients to actually participate in their own projects. No passwords, no training, no "hey, just following up" emails. Your team delivers. The platform handles the rest.
See it in action
30-minute demo. We'll show you your workflow, not a generic walkthrough.
Sound Familiar?
The stuff that’s eating your week — fixed.
"Can you send me an update on where we're at?"
Your client emails you for a status update that's already in Asana — but they never log in because the interface overwhelms them.
Clients check their own portal — no passwords needed
One click from their email and they see exactly where their project stands. No login, no training, no "how do I find this" Slack messages.
"Sorry, I'll get you those assets tomorrow"
You've sent three follow-ups. The campaign is stalled. Your team can't launch until the client uploads the files you asked for two weeks ago.
Automated reminders do the nagging for you
The platform follows up on missing assets, pending approvals, and overdue tasks. Your team focuses on the work, not the chasing.
Another new client, another 4 hours of setup
Copy last project, rename everything, rebuild the folder structure, send the welcome email, schedule the kickoff, create the tasks…
New client? Templated project, live in 5 minutes
Your best process becomes a reusable template. New client onboarding goes from half a day to a few clicks.
What You Get
The tools your team actually needs
(and your clients will actually use)
Magic Link Access
Clients click one link — they're in. No passwords, no app downloads, no training.
Client-Safe Views
You see everything. Clients see only their projects in a clean, guided experience.
Project Templates
Build your process once, reuse it forever. New clients go live in minutes.
In-Portal Approvals
Clients review and approve deliverables inside the portal. One click — done.
File Collection & Forms
Clients upload assets in one place. No more digging through email for attachments.
Smart Notifications
Everyone knows what's next. Clients get nudged. Your team gets alerted when they act.
Built-In AI
The AI doesn't just suggest things. It actually does them.
You're already using AI for copy, creative, and reporting. CoordinateHQ puts it to work on the part of your job you actually want to automate — the project admin that eats your week.
- →Auto-follows up on overdue items
Client hasn't uploaded assets in 3 days? The AI sends a friendly nudge so you don't have to write another "just checking in" email.
- →Creates tasks from client submissions
When a client fills out an intake form or uploads files, the AI generates the right tasks and assigns them to your team automatically.
- →Updates statuses in real time
Client approves a deliverable? Status moves to "Approved," next task unlocks, your team gets notified. No one has to touch it.
- →Knows the full context of every project
This isn't generic "AI suggestions." It reads the project history, knows what's pending, and acts on what's actually happening.
Real Teams
They switched.
They’re not going back.
"Nothing falls through the cracks anymore. We've been able to rapidly scale while delivering consistent quality for every client."
Brandi B. / Founder & CEO
"The client portal helped us expand from a state to a regional Fortune 500 provider. Project velocity increased significantly."
Leslie F. / Founder & Principal
"We've streamlined operations, empowered clients, and hit significant growth. The automation keeps expanding. Great experience for everyone."
Cassandra L. / Founder & CEO
Get back to the work you’re actually good at.
30-minute demo tailored to how your team works. No generic pitch.