White-label, cloud and self-hosted ready
White-label client portals for agencies and service teams
A user-friendly, white-label client portal and project management platform with branded workspaces, familiar Kanban boards, unlimited projects, and unlimited users by license. Invite clients, contractors, and external talent without per-seat software fees.
YOUR BRAND ON EVERY CLIENT LOGIN
Your logo, domain, and login page on every client portal
Each client signs into a workspace that looks like yours. Replace scattered emails, files, status calls, and approval follow-ups with one branded place for requests, work, docs, comments, and reports.
Custom login
Client access under your agency identity.
Client workspace
Tasks, docs, files, approvals, and updates together.
Managed setup
Reuse a documented project setup for the next client.
THE PLATFORM
Client projects, requests, docs, and approvals in one branded portal
Projects
Client project management under your brand
Track every client request, task, owner, file, approval, and update without jumping between inboxes and boards.
Docs and Files
Client docs and files beside the work
Keep briefs, SOPs, assets, links, notes, and approvals tied to the project that needs them.
Project visibility
Clear ownership without scattered updates
Keep requests, owners, dates, files, comments, and blockers visible in one client workspace.
Client intake
Setup optionClient requests that become trackable work
Configure an intake path or add requests manually, then assign each item to the right workspace and owner.
A Trello-like client portal under your brand, without per-user pricing
Explore the use case
Unlimited projects and users by license let agencies onboard clients, contractors, and external talent without per-seat software fees.
License model
Server capacity and fair use apply
Manage every client project in a branded, Trello-like board
Explore the use case
Invite internal teams, contractors, and external talent without seat caps
Explore the use case
Give every client one simple portal under your logo and domain
Explore the use case
WORKFLOW CLARITY
Client delivery with visible states and owners
Use standard states, owners, labels, dates, comments, and saved views to review status and prepare client updates.
1. Status from one client workspace
Review work, owners, blockers, comments, and files without searching across separate tools.
2. Structure that reduces busywork
Configured states, labels, owners, and dates keep client work in one reviewable place.
3. Supports intake and client updates
Use a configured intake process and project views to record requests, prepare updates, and keep projects moving.
Agencies save time, money, and client trust with one branded portal.
Move client work out of email, spreadsheets, chat threads, boards, and status calls without losing context.
Tasks, Project Pages, files, comments, activity, and human reviews stay in one branded portal.
WEEK 1
Discovery and set-up.
We review your current boards, users, files, and delivery process
We define the Trello data and access that can be migrated safely
You receive a written scope, acceptance checks, and launch plan
WEEK 2
Configure and verify
Configure projects, states, owners, labels, dates, and access
Set up Project Pages, files, comments, human review, and reporting conventions
Enable only the Community features verified for your deployment
WEEK 3
Launch and onboard
Give every client a clean portal without changing how your team delivers
Your portal keeps projects, blockers, and priorities in one place
Fewer status calls, fewer lost approvals, and less copy-paste
Core Capabilities
Flexible features for every client workspace
Launch client workspaces with Kanban boards, work items, Project Pages, files, comments, states, owners, and available Analytics.
Familiar views for client delivery
Use the views enabled in the deployed Community version, with Kanban as the primary client-facing view.
Available Analytics and saved views
Review project progress through available Analytics, saved views, states, owners, dates, and activity.
Cycles and delivery checkpoints
Use cycles and modules where enabled, plus dates and states for delivery checkpoints
Documentation built-in
Store briefs, notes, SOPs, client files, and handoff docs beside the work
Labels and project structure
Organize client work with projects, modules where enabled, labels, owners, priorities, and dates
States and human review
Use configured states, owners, comments, and manual sign-off for reviews and handoffs
Self-host without compromise, with hosted and private deployment control
Choose managed or self-hosted deployment, then document branding, access, storage, updates, backups, and support responsibilities before launch.
Managed setup
We configure the agreed domain, SSL, email, storage, deployment settings, and first client workspace.
Server and storage
Run on a client-owned server or managed VPS. Backup, monitoring, storage, and upgrade services are included only when written into the scope.
Instance admin
Assign instance, workspace, and project administration separately, and review access before client onboarding.
Responsive portal
Client work on desktop and mobile browsers
Bring client requests into one branded workspace
Define the intake path
Choose how requests will enter the portal, who records them, and which owner receives the next action.
Configure states and ownership
Use standard states, labels, owners, priorities, dates, comments, and human review to manage each request.
Turn client messages into assigned work.
Request captured from any client conversation. Record it as a work item with an owner, due date, files, comments, and current state.
Configured around your documented handoff process
Security, permissions, and hosting control
WhiteLabel provides HTTPS, workspace and project roles, private access, activity history, file limits, and managed or self-hosted options.
Workspace and project access
Configure available workspace and project roles, invitations, and private client boundaries.
Hosting and backup planning
Document hosting, update, backup, monitoring, and support responsibilities. Only implemented and tested services are included.
Access for each workspace
Review instance, workspace, and project roles so the right people can see work, files, Project Pages, and updates.
BUILT FOR AGENCIES AND OPERATIONS TEAMS
Repeatable client workspace setup for service teams.
Repeatable client workspace setup
Document a proven setup, then configure projects, states, labels, owners, pages, and checklists for the next client. Automatic templates are not standard.
