Client Glance Blog
Practical guides on client portals, ClickUp, and running a client-facing agency.
Agency Client Reporting: Stop Writing Status Updates by Hand
Agency client reporting eats hours every week and goes stale on send. How to replace recurring status reports with a live page clients check themselves.
7 min read
ClickUp Client Portal Template: What It Solves and Where It Stops
ClickUp client portal templates organize work for your team, but clients still land in ClickUp. Here is what a template covers, where it falls short, and how to close the gap.
7 min read
ClickUp Guest Access vs a Client Portal: Which One to Give Clients
ClickUp guest access puts clients inside your workspace. A client portal shows them a branded page instead. Compare cost, privacy, and what each one exposes.
7 min read
ClickUp Setup for Agencies: A Structure That Survives 10 Clients
How to structure ClickUp for an agency: spaces, folders, statuses, and custom fields that stay consistent as the client list grows, and how to make the workspace client-ready.
8 min read
Client Portal for Marketing Agencies: What to Show and What to Hide
A client portal for marketing agencies replaces weekly status emails with a branded page clients check themselves. What to put on it, what to keep internal, and how to set one up.
7 min read
Free Client Portal Options for Agencies: An Honest Comparison
Free client portal routes all carry a cost somewhere. A straight comparison of shared drives, public views, Notion, and free plan portal tools, with what each one breaks on.
7 min read
Client Portal Software for Agencies: A 2026 Guide
What client portal software does, how to pick the right one for your agency, and how to create a client portal in minutes without giving clients ClickUp access.
9 min read
How to Create a ClickUp Client Portal in 60 Seconds
Turn a ClickUp workspace into a branded, password-protected client portal. A step-by-step guide to ClickUp client dashboards without giving clients account access.
8 min read