Drag-and-drop portal builder
Assemble checklists and file requests in minutes. Reuse templates across clients without reinventing the brief.
Stop chasing clientsfor the brief.
NNE Briefing gives agencies a branded client portal — magic links, email, SMS & WhatsApp reminders, file approvals — so onboarding finishes itself.
No client login requiredEmail, SMS & WhatsAppCancel anytime
portal.youragency.com / welcome
Client portal
Project kickoff briefing
One magic link. Your client fills everything — assets, answers, approvals — without creating an account.
Brand assets
approvedTone of voice
approvedLogo files
pendingTarget audience
in progressMagic link sent
Client opened portal · 2m ago
Autosaved answers. Reminder scheduled if they stall.
87%
completion rate
3×
faster kickoffs
0
login friction
24/7
client access
Agency view: approve files, leave comments, keep the project moving — without another email thread.
The quiet revenue leak
Every late brief costs more than a few emails.
Agencies don’t lose deals at the pitch. They lose margin in the messy middle — when client information is scattered, delayed, or incomplete.
Briefs live in chat chaos
Logos in WhatsApp. Feedback in email. Specs in a Notion nobody updates. Every project starts with archaeology.
You become the follow-up machine
“Just bumping this.” “Any update on the assets?” Days slip. Kickoff slides. Your team waits on the client.
Incomplete answers = rework
Missing files and vague answers force revision loops. You look unorganized — even when the client dropped the ball.
How it works
From “waiting on the client” to “already collected.”
01
Build a branded portal
Drag in checklist sections, file uploads, and questions. Attach your domain so it feels like your agency — not another SaaS login.
02
Send one magic link
Your client opens the portal instantly. No passwords. Progress autosaves, so they can finish on their phone between meetings.
03
Review, approve, move on
Reminders nudge stalled clients. You approve or reject files with comments. Kickoff starts with everything in one place.
What buyers actually care about
The features that remove the chase — not the ones that look good in a screenshot.
Magic links, zero client login
Friction kills completion. Your client taps a link and starts — on desktop or phone — with autosave built in.
Email reminders
Automated email nudges keep stalled portals moving so you stop being the human CRM for every kickoff.
WhatsApp & SMS notifications
Reach clients on the channels they actually check. Portal-level toggles for briefing updates and completion reminders.
File approval workflow
Approve or reject uploads with comments. No more “is this the final logo?” buried in a thread.
Custom domains & white-label
Host portals on your brand. Agency plans unlock deeper SMTP white-label so every touchpoint feels premium.
Stack integrations
Connect Slack, Trello, Asana, Monday, HubSpot, Zapier, and Make — see the integrations section below.
Built for agency rhythm
Team seats, storage, and messaging credits scale with your workload — not against it.
7 platform integrations
Connect the tools your agencyalready lives in.
Push briefing updates into Slack, project boards, and CRM — or route anything through Zapier and Make. No rip-and-replace.
Slack
Notify channels when briefs complete
Trello
Create cards from portal submissions
Asana
Spin up tasks with client answers attached
monday.com
Update boards as briefing status changes
HubSpot
Keep CRM contacts in sync with portal data
Zapier
Connect to 6,000+ apps without code
Make
Build multi-step automations visually
Available on Pro and Agency plans. Agency also includes API access and outbound webhooks for custom automation stacks.
SlackTrelloAsanamonday.comHubSpotZapierMake
The identity shift
Look like the agency that already has its process figured out.
Buyers don’t purchase “software features.” They buy the feeling of control — projects that start clean, clients who finish their homework, and a brand that feels bigger than a chat thread.
Fewer chase emails
Reminders and a single portal replace the daily “just checking in” loop.
Cleaner kickoffs
Assets, answers, and approvals land in one place your team can trust.
Premium client experience
White-label portals make you look like the organized agency clients want to keep.
Simple monthly pricing
Pick the plan that matches how many clients you onboard.
Every plan starts with a 14-day free trial. Pay monthly after that — scale add-ons when you need more storage or messaging credits. Cancel anytime.
Starter
For solo agencies getting started
$29/mo
- Drag-and-drop portal builder
- Magic links — no client login
- Email reminders
- SMS & WhatsApp notifications
- File approval workflow
- AI answer assist for clients
- 1 custom domain
- 1 admin user
- 10 GB storage
14-day free trial
Most popular
Pro
For growing teams with more clients
$69/mo
- Everything in Starter
- AI briefing helper — question suggestions
- Slack, Trello, Asana & Monday
- HubSpot, Zapier & Make
- 3 custom domains
- 3 admin users
- 25 GB storage
- Priority support
14-day free trial
Agency
For established agencies at scale
$119/mo
- Everything in Pro
- Unlimited custom domains
- 10 admin users
- 50 GB storage
- RBAC permissions
- API + outbound webhooks
- Custom SMTP white-label
14-day free trial
Objections, answered
Questions agencies ask before they buy
No. You send a magic link. They open the portal, answer questions, upload files, and leave — with progress autosaved if they come back later.
Yes. Custom domains are available from Starter upward. Agency plan unlocks deeper white-label with your own SMTP sender so emails match your brand too.
Automated reminders go out by email — and, when you enable them per portal, by SMS and WhatsApp too. You stay focused on delivery instead of writing follow-up messages.
Yes. Briefly integrates with Slack, Trello, Asana, Monday, HubSpot, Zapier, and Make so briefing updates can flow into the tools your team already uses. Agency plans also include API access and outbound webhooks for custom flows.
Starter is built for solo operators. Pro and Agency scale as you add teammates, domains, and higher client volume.
Yes. Plans are billed monthly. Add-ons like storage and messaging credits can be adjusted as your workload changes.
Ready when your next client is
Collect the next brief without another chase email.
Set up your portal, send the magic link, and let NNE Briefing handle the follow-through.