Client Portal for Marketing & Creative Agencies (Softr Databases + AI Workflows)

BriefBox is a client portal for marketing and creative agencies, built fully on Softr. It replaces approval email threads, status update calls and scattered reports with one branded place for clients and the agency team.

For clients
Each client logs in to their own dashboard. They see how many pieces are waiting for their approval, their live projects with progress bars and the next milestone, last month’s leads with the change from the month before, and their balance due. A results chart shows leads and cost per lead by month. On the Approvals page they open each design, copy, video or ad, then approve it in one click or request changes with a note. Open invoices have a Stripe pay link.

For the agency team
The agency console shows monthly retainer revenue, work waiting on clients, items sent back with changes and overdue invoices. A project board shows every project by status, and the team can move a project to the next stage in one click. A waiting list sorts approvals by days waiting so the team knows who to nudge, and a client health table flags accounts at risk. The Revisions page shows each client note next to an AI checklist, so the team can tick off changes and send the next version.

AI feedback to tasks
When a client requests changes, a Softr workflow uses Softr AI to turn their note into a short numbered list of clear tasks for the creative team.

Security
Softr user groups and data restrictions control access. Clients only see their own projects, work, results and invoices, and can only approve their own deliverables. Agency pages and actions are limited to the team.

How it was built
Softr Databases hold six linked tables: Clients, Projects, Deliverables, Invoices, Monthly Reports and Users. The pages are custom Softr vibe coding blocks connected to live data, with a bespoke design system, animated charts and motion. A Softr workflow handles the AI step.