Video review and approval software usually sits in its own silo: the client reviews there, pays somewhere else, signs somewhere else again, and asks you by email where the project stands. For a small studio looking for a Frame.io alternative that also handles the business side, that is three subscriptions and three places for something to go missing.
The Client Portal is one branded link per client. Inside it they review cuts with timeline-stamped feedback, approve the final version, sign agreements, pay invoices, see live project status, and download the delivered files — once the invoice is paid in full.
A review platform handles comments on a video and nothing else. It cannot show an invoice, it cannot collect a signature, and it certainly cannot make payment a condition of download. The business half of delivery stays with you, by email, at the exact moment you have the least leverage.
A file delivery service is worse: it hands over the asset and ends the relationship with the transaction still open. Every video business owner has sent a final file to a client who then took five weeks to pay it.
Attach a Vimeo or YouTube version to the project and the client reviews it inside their portal. Feedback is timeline-stamped, so "the cut at 00:42 is early" arrives as a marker at forty-two seconds rather than a paragraph you have to decode. You mark each item resolved or approved as you work through the round.
Review runs on linked video rather than requiring you to upload masters, which means no waiting on a two-hour transfer before a client can look at a cut. Uploads are supported too, within your plan's storage allowance.
When the client approves the final version, the download does not simply appear. It stays locked until the invoice is paid in full, and the portal says so plainly, with the balance and the pay button right there. The client settles up and the file unlocks immediately.
No other product in this category does that, because review tools do not handle invoicing and invoicing tools do not handle review. It is the single most useful thing about running both in one platform: you stop chasing payment on a video the client already has.
Clients do not create accounts. They receive a magic link that renews each visit, so there is no password to reset and no support conversation about access. You control how long a link stays valid — anywhere from seven days to a year, or never expiring — and you can copy the link or email it directly from the deal.
A client with several projects sees them grouped in one portal rather than juggling separate links, and the header can carry your booking link and shared files so everything they might need is in one place.
Outstanding invoices are payable in the portal by card or bank transfer. Agreements awaiting signature are signable there too. Live project phase status answers "where are we" before the client thinks to ask, and files you have chosen to share appear alongside everything else.
The whole portal carries your branding, and on Agency with white labelling there is no Video Project Pro attribution anywhere in it. It works properly on a phone, which matters because that is where clients actually open these links.
Pro+. The Client Portal, timeline video review, approvals, and payment-gated delivery are included on Pro and Agency. Upload allowances are approximately 10 GB on Pro and 40 GB on Agency; linked Vimeo and YouTube review does not count against storage.
Invoicing & Payments — Balances are payable inside the portal, and payment status is what unlocks the final download.
Contracts & E-Sign — Agreements are signed and later re-read in the same link, so the client never hunts for their copy.
Deals & Projects — Live production phase status is published to the portal from the project, which ends most status emails.
Lead Capture — The contact created at first inquiry is the same record the portal belongs to, so history stays in one place.
No. Access is by magic link, which renews on each visit. There is nothing for the client to sign up for and nothing for them to forget, which removes the most common reason clients stop using a portal after the first week.
Correct. When payment gating is on, the approved final delivery stays locked until the invoice is settled in full. The portal shows the balance and a pay button beside the locked file, and the download unlocks as soon as payment clears.
No. Review runs on linked Vimeo or YouTube versions, which is faster for you and familiar for the client. You can upload files where it makes sense, within your plan's storage allowance, but nothing in the review flow depends on it.
Timeline-stamped feedback and approvals work the way you would expect from a review tool. What a review tool cannot do is show the contract, take the payment, display live project phase, and hold the final delivery until the invoice clears — all under your branding in one link.
You choose, from seven days up to a year, or a link that never expires. The default is ninety days. Links can be regenerated or revoked at any time, and you can copy a link or email it directly from the deal.
Yes. Your logo and colors appear throughout, and the client emails can be sent under your brand. On Agency with white labelling enabled, there is no Video Project Pro attribution anywhere in the client experience.