Client Portal: Give Your Clients a Branded Self-Service Marketing Hub

What Is the Client Portal?

The Client Portal is a branded, self-service interface that every client on the Legible Marketing platform gets access to. It puts campaign performance, conversations, analytics, billing, and more in one place — accessible 24/7 from any device.

For agencies and service providers, this eliminates the most time-consuming part of client management: status updates. Instead of sending weekly reports via email, your clients log into their portal and see everything in real time.

What Clients Can Do in the Portal

Dashboard — At-a-glance view of campaign metrics, lead stats, call volume, upcoming appointments, and plan usage.

Analytics — Interactive charts showing leads by status, conversations by channel, call metrics, QA scores, website traffic, and funnel visualization. CSV export available on all plans.

Campaigns — View active campaigns, performance metrics, touch sequences, and results.

Conversations — Unified inbox across all channels (voice, email, SMS, WhatsApp, chat) with full transcript access.

Calendar — View upcoming appointments and linked campaigns.

Billing — Subscription management, invoice viewing and downloading, Stripe payment portal access, cancellation flow with usage reports.

Call Supervisor — Live call monitoring with listen, whisper (talk to agent only), and barge (join the call) modes. Browser-based or dial-out.

Agent Softphone — Browser-based WebRTC phone for receiving transferred calls directly in the portal.

Lead Management — View and filter leads with pipeline-style status tracking.

Assets — Access call recordings, transcriptions, and downloadable files.

Support — Reach support via the built-in chat widget or contact form.

Plan & Resources — View plan limits, usage percentages, assigned phone numbers and email identities.

Why This Matters

The portal eliminates hours of report preparation and client communication:

• No more "What's the status?" emails — clients see everything in real time
• Branded experience — the portal shows your company logo, colors, and name
• Self-service billing — clients manage their own payment methods and invoices via Stripe
• Transparency builds trust — full visibility into campaigns, calls, and results
• Scale operations — add new clients without adding account managers

FAQ

Q: Can I customize the portal branding?

A: Yes. The portal displays your company logo, accent color, and name. Custom domains for the portal are on our roadmap.

Q: Is the portal mobile-friendly?

A: Yes. The portal is fully responsive and works on desktop, tablet, and mobile devices.

Q: What plans include the Client Portal?

A: All plans include the Client Portal with full feature access.