Stop chasing clients for text, photos and files. With ClientCopy Portal you create a project, send the client one private link, and they fill in a checklist. You review each item and approve it, and the approved content is written into the page, post field or ACF field you chose.

How it works

Create a project for a client, optionally from a template (a “5 Page Business Site” template is included).
Add items: short text, rich text, an image, a gallery, a file, a URL, or credentials. Map each one to a page or post (title, content, excerpt, featured image), a custom field or an ACF field.
Send the link. The client opens it with no account and no password, types, uploads files and sees their work saved as they go.
Review. Approve an item to write it to the site, or send it back with a note. The item reopens for the client and they get an email.
Reminders go out automatically for outstanding items after the due date.

Good to know

No limits on projects or templates.
Approved content is only written to draft, pending or scheduled pages unless you allow writing to published content in Settings, so nothing changes on a live page by surprise.
Everything runs on your own site. The plugin makes no connections to outside servers and sends no data to the developer.
Logins and other credentials a client sends are encrypted, never written to a page, and each time you view one is recorded in the activity log.
A “powered by ClientCopy” line is available for the client portal and emails, and it is off unless you turn it on.
Works with ACF (optional). The client portal is its own page, so your theme does not affect it.

Optional Pro add-on

A separate add-on, ClientCopy Pro, is sold on the developer’s website. It adds your own logo, colours and name to the client portal and emails, your own email wording, a reply-to address, a custom portal address and updates in your dashboard. It is not needed to use ClientCopy Portal.