A client portal that shows the work and the proof
The Proofsource client portal gives each client a login on your agency's address, in your agency's colors. Clients see how often AI named them before you started and now, the work you shipped with proof that it moved answers, and the tasks waiting on their approval. They see the same headline as your dashboard, without internal notes or time logs, and never another client.
| Work shipped | Proof |
|---|---|
| Sales-team comparison page | Now named by ChatGPT and Perplexity |
| Pricing FAQ | Now cited by Google AI Overviews |
| CRM integrations page | Being checked |
Client portal, in short
The facts, ready to quote.
- Where
- On your agency's own address, in your colors
- Headline
- Visibility before and now, the same number your team sees
- Work
- Work shipped, each with proof of what it changed
- Approvals
- Clients approve fixes and work from the portal
- Hidden
- Internal notes and time logged stay with the agency
- Story strip
- A four-step strip on the client home and a one-line bar elsewhere
What is an AI visibility client portal?
An AI visibility client portal is where an agency's client goes to see what AI assistants say about their brand and what the agency is doing about it. It replaces the monthly email with a live view the client can open any time.
A good portal answers three client questions without a call: are we better off than when we started, what did you do, and what do you need from us. It also has to leave out what the client should not see, such as internal notes, time sheets and other clients.
The Proofsource client view opens on your address in your colors. It leads with visibility before and now, the same headline your dashboard shows, then lists work shipped with proof, such as a page now named by ChatGPT. A four-step story strip shows where the engagement is, and tasks marked for client review can be approved in place.
How it works
A client login on your agency's address that shows AI visibility before and now, the work shipped with proof, and fixes waiting for the client's approval.
Invite the client
The client gets a login invite from your sending domain after kickoff.
They sign in on your address
The login opens on your ready address or your own domain.
They see before and now
The headline shows how often AI named them before and now.
They see work with proof
Each shipped piece of work shows what it changed in AI answers.
They approve
Fixes and tasks in client review are approved from the portal.
See it in the product
Screens from the Proofsource app, drawn with sample data for an example brand.
| Task | Why it matters | Status |
|---|---|---|
| Add 'works with Salesforce and HubSpot' to the homepage hero | Sales teams ask AI for CRM-ready tools | Waiting on you |
| Answer 'Is Driffle better than Otter for sales teams?' on the comparison page | AI names Otter alone for this question | Waiting on you |
| Pricing FAQ | Now cited by Google AI Overviews | Approved |
Every capability, live today
3 shipped capabilities behind client portal, each in the product now.
Client view without internals
Visibility before and now and the work shipped with proof, in your agency's name. The client sees the same headline as your dashboard plus their tasks, without internal notes or time.
Your address and your story strip
The client login home lives on your agency's own address, with a four-step strip on the client home and a one-line bar everywhere else, in your colors.
Client approvals
Clients approve fixes and work from the portal.
Who it is for
Fewer status calls
Clients check before and now themselves, any day.
Show the boss
A clear headline and a list of shipped work with proof.
Faster approvals
Clients approve fixes in the portal instead of over email.
Why it matters
A headline you can trust
The client sees the same number your team sees.
Private by default
No internal notes, no time logs, no other clients.
Your brand
Your address and colors on every screen.
Proof, not activity
Work is shown with what it changed in AI answers.
Google AI OverviewsGoogle AI Mode
Client portal: Proofsource and other tools
Client access is handled differently across AI visibility tools; this is what each lists on its own public pages.
| Capability | Proofsource | SE Ranking | Peec AI | Otterly.AI | Rankscale | AthenaHQ |
|---|---|---|---|---|---|---|
| Client access without full seats | YesClient login with its own brand only | YesRead-only client guest seats limited to chosen toolsSource | RelatedClient read-only links that open without a loginSource | RelatedRead-only viewer member roleSource | RelatedWhite-label dashboard linksSource | Not listed |
| On the agency's own domain | YesClient login on your ready address or domain | RelatedWhite label across SE Ranking: colors, logo and custom domainSource | Not listed | Not listed | Not listed | Not listed |
| Work shipped with proof | YesEach shipped fix shows what it changed | Not listed | Not listed | Not listed | Not listed | Not listed |
| White-label client view | YesClient login in your agency's name, colors and address | YesCustom colors, logo, custom domain with SE Ranking removedSource | RelatedAgency branding is designed in Looker Studio; a named white label is not listed on its public pagesSource | Not listed | YesWhite-label dashboard links on Growth and Enterprise with APISource | Not listed |
| Many clients in one agency workspace | YesEvery client brand sits in one agency workspace | YesManage team and client accounts in one platformSource | YesIsolated project per client; unlimited client workspacesSource | YesSeparate team, reports, prompts per clientSource | Not listed | YesAgency page: many brands in one platform with team permissionsSource |
Where each of them shines
SE Ranking offers client guest seats scoped to the tools you choose.
Peec AI's client viewing links open without a Peec login. Compare in full
Otterly.AI has a viewer role for client stakeholders. Compare in full
AthenaHQ provides board-ready executive reporting with ROI tracking.
Questions about client portal
What does a client see in the portal?
How often AI named their brand before you started and now, the work you shipped with proof of what it changed, a story strip of where the engagement is, and tasks waiting for their approval.
Can clients see internal notes or time logs?
No. Clients see the same headline as your dashboard and their tasks, without internal notes or time.
Can one client see another?
No. A client login sees its own brand only.
Is the portal on my domain?
Yes. It opens on your agency's ready address or your own domain, in your colors.
Can clients approve work?
Yes. Tasks in client review can be approved from the portal.
Which engines does the client headline cover?
The client's plan engines: up to 10 AI engines, from ChatGPT and Perplexity to Gemini, Copilot and Grok.
Keep exploring
Try it on your own brand.
Proofsource is live: scan your brand and see client portal at work with your own answers, competitors and sources.
Google AI OverviewsGoogle AI Mode