SignoffFlow – Client Approval Workflow & Client Portal

SignoffFlow is a client portal and approval workflow plugin for agencies, freelancers, and service teams.

Create a private portal workspace per client account where you can: * Share project updates (timeline) * Share files with protected downloads * Send client requests/tasks, track approval outcomes, and collect short response notes * Review an immutable activity history for every approval request * Scan and filter approval requests by status in WordPress admin * Follow state-aware setup progress through the first real client response

Portal access is restricted to WordPress users assigned to a client account, plus staff users with management capability.

The page selected in SignoffFlow settings uses a focused, responsive portal canvas without the active theme’s public header and footer. Shortcodes placed on other pages remain embedded in the theme as normal.

Use cases

• Collect client confirmations on deliverables and tasks
• Keep client communication out of email threads
• Share files securely with per-client access control
• Provide a branded agency client portal experience

Getting started

1. Go to SignoffFlow > Settings.
2. Use the state-aware setup panel to create a portal page, or create a page manually and add [cliapwo_portal].
3. Confirm that page is selected as the portal page in SignoffFlow settings.
4. Create a client account in SignoffFlow > Clients and assign one or more WordPress portal users.
5. Add updates, files, and requests for that client account.
6. Log in as an assigned portal user to view the portal and respond to requests.