Project intake
& client portal
Streamline & centralize project requests, updates,
& approvals with Workamajig’s powerful Client Portal
Give clients free logins
Set clients (& vendors) up with tailored access to submit requests & see updates.
Streamline requests
Use custom intake forms to capture key info & route the request to the right person(s).
Get approval fast
Clients can see notifications & communication, give approval, & track progress, all in one place.
Perfect for in-house teams & agencies
working with clients, vendors, & stakeholders
Get all the details
Create custom request forms for different project types that match exactly how you work.
Track progress
Give clients a central place to track conversations, updates, budgets & more in one place.
Share calendars
Set expectations with standardized lead times so clients have realistic timelines.
Fine-grained access
Set account access on a group or individual basis & control what clients see.
Review deliverables
Streamline feedback with clients able to view, comment on, & approve deliverables.
See history
Give clients a centralized place to find past projects, estimates, and more.
Upgrade your agency & get
all communication in one place
Clients
Replace ad-hoc asks with structured requests
Vendors
Let external collaborators see tasks & progress
Stakeholders
Give external stakeholders visibility across projects
“The amount of data that is available in one place…
… and available to multiple people throughout the company, who really need that information is probably the thing that I find most exciting.
Transform the way your agency operates
We’ve been helping advertising agencies
level up for 20+ years. We’re ready for the future.
Let’s get started.
Over a decade of powering profitable agencies
