For consultants

Client portal for consultants

Decks, docs, and deliverables in one branded place — so feedback and sign-off stop living in buried email threads.

From $9/month · Cancel anytime · Built for professional handoffs

How it works

Set up a branded client experience, send one link, and keep deliverables, feedback, and approvals in one place clients understand.

Create a client project.

Add your branding and welcome note — reviews feel professional, not like another shared folder.

AC

Acme Brand Workspace

Project name

Welcome to your project workspace…

Send one link.

Clients open decks, docs, and links without a walkthrough or buried email thread.

Client invite link

mably.app/project/acme-brand

Copy link

Share, review, approve.

Stack revisions and lock sign-off with a clear record before the next phase.

Brand guidelines.pdfApproved
Homepage mockup.pngPending
3 comments on latest revision

A calmer client experience for clear handoffs.

Mably is a client experience tool that gives consultants a simple client portal — keep Notion and Drive, but give clients one calm place for decks, docs, feedback, and approvals.

DecksDocumentsFeedbackApprovalsShared linksFile libraryActivitySign-offHandoffs

The consulting handoff mess

Deliverables shouldn’t disappear into inboxes.

Strategy_v7_FINAL.pptx lands ten replies deep. Stakeholders open the wrong version and feedback starts from last week’s draft.

Comments arrive as Slack pings with no file attached — so you spend the afternoon reconstructing which slide they meant.

A verbal “looks good” on a call isn’t proof when scope expands. Nobody can show who approved the deliverable.

Decks buried in emailFeedback with no contextSign-off that evaporates

Built for consulting delivery

Handoffs, without the chase.

Decks in one place. Every revision stays stacked — clients always open the latest.

Approvals on record. Deliverable signed off — proof when scope drifts.

Links clients stop requesting. Notion, Loom, and Drive links live where stakeholders look.

The client experience

What clients need to review your work.

Branding

Branded workspace

Your practice look — not a generic SaaS login.

File library

Versioned deliverables. Decks and docs with clear revision history.

Feedback

Feedback on the file

Comments stay with the deliverable.

Activity

Activity clients can follow. Uploads, comments, and milestones in one timeline.

Megan Chapman
Having conversations, files, and links all in one place has made collaborating with my client much easier.

Megan Chapman

Savvy VA

Is Mably right for you?

Right for consultants who

Ship decks, reports, or advisory deliverables
Need clearer review and approval loops
Want a polished client experience without building software

Not a replacement for

Notion, Google Docs, or your writing toolsFull CRM or proposal suitesInternal project management boards

Sound like you?

Get started

FAQs

Client portals for consultants — answered

Yes. Mably is a client experience tool — and a simple client portal for consultants — one branded link for decks, documents, feedback, and approvals. It’s the client-facing layer of your engagement.

Create a project for the engagement, add deliverables or links, and invite stakeholders. They review, comment, and approve without hunting through email.

Yes. Request approval on a file and the status stays visible — useful before the next phase of work.

No. Keep drafting where you work. Put the shareable deliverables and decisions in Mably so clients have one front door.

Both. Solos use Starter for one active engagement; firms use Growth for unlimited client projects.

If you mainly need a clean client portal for files, feedback, and approvals — yes, Mably is simpler. If you need full CRM, proposals, and contracts, those tools may still fit better.

Give every client an experience worthy of the engagement. Start with one project.