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Freelance Client Portal

Ashgrove Digital · Client delivery · Burlington, VT

Mira Dalgaard runs client delivery at a web studio and uses this so every client can see their open tasks, approved files and latest update without chasing emails.

Any businessCustomer serviceLinked tables4 tables · 14 views · 1 form · 2 row actions · 1 agent
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Clients by status

Clients
Onboarding1
Halvorsen & Pike LawDesmond Pikedesmond@halvorsenlaw.net
Active1
Bluff Creek FarmAnneliese Brouweranneliese@bluffcreekfarm.net
On hold1
Larkspur BookshopEmeka Larkspuremeka@larkspurbooks.net
Complete1
Pinecrest Family DentalDr. Soraya Nwosusoraya@pinecrestdental.net

Tables

Clients

4 sample rows · 17 columns

One row per client; each is the start of their portal.

ClientStatusMain contactEmailKickoffTarget launchSend email
Bluff Creek FarmActiveAnneliese Brouweranneliese@bluffcreekfarm.netSep 13, 2026Nov 8, 2026—
Halvorsen & Pike LawOnboardingDesmond Pikedesmond@halvorsenlaw.netOct 14, 2026Dec 17, 2026—
Pinecrest Family DentalCompleteDr. Soraya Nwosusoraya@pinecrestdental.netJun 20, 2026Sep 8, 2026—
Larkspur BookshopOn holdEmeka Larkspuremeka@larkspurbooks.netAug 29, 2026Jan 16, 2027—

Tasks

12 sample rows · 8 columns

Work for each client; only items marked visible show on their portal.

TaskStatusDueVisible to clientAssigned toClientMark done
Collect product photos for the shopWaiting on clientOct 21, 2026YesAnnelieseBluff Creek Farm—
Build seasonal produce pageIn progressOct 27, 2026YesTeoBluff Creek Farm—
Set up online order formIn progressOct 30, 2026YesTeoBluff Creek Farm—
Write About the farm copyDoneOct 10, 2026YesMiraBluff Creek Farm—
Internal: configure staging serverIn progressOct 17, 2026NoTeoBluff Creek Farm—
Approve sitemapWaiting on clientOct 22, 2026YesDesmondHalvorsen & Pike Law—
Draft practice area pagesTo doNov 1, 2026YesMiraHalvorsen & Pike Law—
Internal: legal disclaimer reviewTo doOct 28, 2026NoMiraHalvorsen & Pike Law—
Kickoff workshop notesDoneOct 15, 2026YesMiraHalvorsen & Pike Law—
Final launch checklistDoneSep 6, 2026YesMiraPinecrest Family Dental—
Hand over admin loginsDoneSep 8, 2026YesTeoPinecrest Family Dental—
Resume design after pauseTo doNov 17, 2026YesMiraLarkspur Bookshop—

Files

8 sample rows · 9 columns

Deliverables, contracts and assets shared with each client.

FileTypeApproved by clientShared onLinkClientMark approved
Homepage design v2DeliverableYesOct 12, 2026https://files.ashgrovedigital.net/f1Bluff Creek Farm—
Signed service agreementContractYesSep 13, 2026https://files.ashgrovedigital.net/f2Bluff Creek Farm—
Brand colour guideAssetYesSep 18, 2026https://files.ashgrovedigital.net/f3Bluff Creek Farm—
Invoice 2 of 3InvoiceNoOct 16, 2026https://files.ashgrovedigital.net/f4Bluff Creek Farm—
Sitemap proposalDeliverableNoOct 17, 2026https://files.ashgrovedigital.net/f5Halvorsen & Pike Law—
Signed engagement letterContractYesOct 14, 2026https://files.ashgrovedigital.net/f6Halvorsen & Pike Law—
Final site handover packDeliverableYesSep 8, 2026https://files.ashgrovedigital.net/f7Pinecrest Family Dental—
Wireframes round oneDeliverableYesAug 31, 2026https://files.ashgrovedigital.net/f8Larkspur Bookshop—

Updates

5 sample rows · 6 columns

Short notes the studio posts to a client's portal.

HeadlinePostedAuthorClientLogged
Homepage design is ready for your reviewOct 12, 2026MiraBluff Creek Farm—
Order form scopedOct 4, 2026TeoBluff Creek Farm—
Kickoff recapOct 15, 2026MiraHalvorsen & Pike Law—
Site is liveSep 8, 2026TeoPinecrest Family Dental—
Project paused at your requestSep 28, 2026MiraLarkspur Bookshop—

Also included

  • Mark doneRow action
  • Mark approvedRow action

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