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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 · 9 views · 1 form · 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 · 12 columns

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

ClientStatusMain contactEmailKickoffTarget launchTasks
Bluff Creek FarmActiveAnneliese Brouweranneliese@bluffcreekfarm.netSep 12, 2026Nov 7, 2026Collect product photos for the shop, Build seasonal produce page, Set up online order form, Write About the farm copy, Internal: configure staging server
Halvorsen & Pike LawOnboardingDesmond Pikedesmond@halvorsenlaw.netOct 13, 2026Dec 16, 2026Approve sitemap, Draft practice area pages, Internal: legal disclaimer review, Kickoff workshop notes
Pinecrest Family DentalCompleteDr. Soraya Nwosusoraya@pinecrestdental.netJun 19, 2026Sep 7, 2026Final launch checklist, Hand over admin logins
Larkspur BookshopOn holdEmeka Larkspuremeka@larkspurbooks.netAug 28, 2026Jan 15, 2027Resume design after pause

Tasks

12 sample rows · 6 columns

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

TaskStatusDueVisible to clientAssigned toClient
Collect product photos for the shopWaiting on clientOct 20, 2026YesAnnelieseBluff Creek Farm
Build seasonal produce pageIn progressOct 26, 2026YesTeoBluff Creek Farm
Set up online order formIn progressOct 29, 2026YesTeoBluff Creek Farm
Write About the farm copyDoneOct 9, 2026YesMiraBluff Creek Farm
Internal: configure staging serverIn progressOct 19, 2026NoTeoBluff Creek Farm
Approve sitemapWaiting on clientOct 21, 2026YesDesmondHalvorsen & Pike Law
Draft practice area pagesTo doOct 31, 2026YesMiraHalvorsen & Pike Law
Internal: legal disclaimer reviewTo doOct 27, 2026NoMiraHalvorsen & Pike Law
Kickoff workshop notesDoneOct 14, 2026YesMiraHalvorsen & Pike Law
Final launch checklistDoneSep 5, 2026YesMiraPinecrest Family Dental
Hand over admin loginsDoneSep 7, 2026YesTeoPinecrest Family Dental
Resume design after pauseTo doNov 16, 2026YesMiraLarkspur Bookshop

Files

8 sample rows · 6 columns

Deliverables, contracts and assets shared with each client.

FileTypeApproved by clientShared onLinkClient
Homepage design v2DeliverableYesOct 11, 2026https://files.ashgrovedigital.net/f1Bluff Creek Farm
Signed service agreementContractYesSep 12, 2026https://files.ashgrovedigital.net/f2Bluff Creek Farm
Brand colour guideAssetYesSep 17, 2026https://files.ashgrovedigital.net/f3Bluff Creek Farm
Invoice 2 of 3InvoiceNoOct 15, 2026https://files.ashgrovedigital.net/f4Bluff Creek Farm
Sitemap proposalDeliverableNoOct 16, 2026https://files.ashgrovedigital.net/f5Halvorsen & Pike Law
Signed engagement letterContractYesOct 13, 2026https://files.ashgrovedigital.net/f6Halvorsen & Pike Law
Final site handover packDeliverableYesSep 7, 2026https://files.ashgrovedigital.net/f7Pinecrest Family Dental
Wireframes round oneDeliverableYesAug 30, 2026https://files.ashgrovedigital.net/f8Larkspur Bookshop

Updates

5 sample rows · 5 columns

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

HeadlinePostedAuthorClient
Homepage design is ready for your reviewOct 11, 2026MiraBluff Creek Farm
Order form scopedOct 3, 2026TeoBluff Creek Farm
Kickoff recapOct 14, 2026MiraHalvorsen & Pike Law
Site is liveSep 7, 2026TeoPinecrest Family Dental
Project paused at your requestSep 27, 2026MiraLarkspur Bookshop

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