Agencies: client portals that stay organized & up-to-date

Spin up a secure hub per client. Centralize briefs, assets, UTMs, reports, approvals, contracts, and invoices—share a single portal that updates itself.

TL;DR: Workspace per client → tags for client, channel, phase, asset, status → import canonical links → publish read-only client portal → enforce SSO/SAML & audit.

Common pain points

Briefs, assets, UTMs, and approvals scattered across tools.
Multiple versions of contracts, SOWs, and invoices floating around.
Clients can’t find the “latest” links and ping account managers.
Handoffs between strategy, creative, and media get messy.

How Linkinize helps

Dedicated client workspaces with clean access boundaries.
Tag taxonomy for client, channel, phase, asset, status, and owner.
Public Pages for read-only client portals that auto-update.
SSO/SAML + audit for compliant collaboration and reviews.

How it works (5 steps)

Create a Client workspace (or one per program).
Define tags: client:acme, channel:paid|seo|social|email, phase:discovery|strategy|production|qa|launch, asset:brief|creative|report|contract|invoice, status:draft|approved|deprecated.
Import canonical links (briefs, asset folders, UTM templates, GA4/Looker dashboards, ad platforms, SOW/contract, invoice).
Publish a Public Page for the client; keep sensitive internal links private.
Enforce SSO/SAML, assign roles, and review audit logs monthly.

Integrations you’ll likely use

Link to the single source of truth—permissions remain enforced where content lives.

Docs/PM: Notion, Confluence, Google Drive/SharePoint, Asana, Monday, Jira
Design/Assets: Figma, Framer, DAMs (Bynder, Cloudinary, Brandfolder)
Analytics/SEO: GA4, Looker/Looker Studio, Tableau, Search Console, Ahrefs/Semrush
Ads: Google Ads, Meta Ads, LinkedIn Ads, TikTok Ads
Approvals/Legal: DocuSign, PandaDoc, Ironclad (SOWs, contracts)
Finance: Stripe, QuickBooks, Xero (invoices/receipts links)

Also see: Public Pages · Multi-Workspace · Scoped Search · Roles & Permissions

Starter taxonomy (copy & adapt)

Client & Channel

client:acme · client:globex · client:initech
channel:paid · channel:seo · channel:social · channel:email

Phase & Assets

phase:discovery · phase:strategy · phase:production · phase:qa · phase:launch
asset:brief · asset:creative · asset:report · asset:contract · asset:invoice

Status & Owner

status:draft · status:approved · status:deprecated
owner:account · owner:media · owner:creative

Launch your first client portal

Common questions & objections

“We already share Google Drive folders.”
Keep doing that—Linkinize is the front door that unifies Drive, DAM, docs, dashboards, and approvals into one governed hub.

“Will clients see internal notes?”
No—publish a read-only Public Page for clients and keep internal links in the private workspace.

“Another tool to maintain?”
You save canonical URLs; content stays where it lives. Public Pages auto-update as links change.

“Security/compliance?”
Enforce SSO/SAML, least-privilege roles, and audit logging. Sensitive files remain protected at the source. See Security.

Happier clients, cleaner handoffs

Agencies use Linkinize to keep campaigns aligned across strategy, creative, and media—clients get one link to everything current.

• One hub for briefs, assets, reports, approvals, and invoices
• Read-only client portals (Public Pages)
• SSO/SAML, roles, and audit logging
• Works with Drive/SharePoint, Figma, GA4/Looker, Ads, DocuSign

Start Your Free Workspace

Frequently Asked Questions

Do we store files in Linkinize?: No—Linkinize stores links and metadata. Files remain in Drive/SharePoint/DAM with their native permissions.
How do we prevent version sprawl?: Point to canonical docs, tag status:approved, archive deprecated links, and assign owners for accountability.
Can we segment portals by program or region?: Yes—use separate workspaces or tags (e.g., program:brand, region:emea) and publish targeted Public Pages.