Agencies
Retainers, campaigns, creative approvals
The Operating System For Client Relationships
Your Clients Should Never Ask For Project Updates Again
EmberCobalt unifies CRM, project delivery, meetings, files, approvals, and client communication into one AI-powered client workspace — for agencies, consultants, and service businesses.
Acme Brand · Client PortalQ2 Website Redesign
Built for service businesses
One workspace for every client relationship
Consulting
Engagements, milestones, deliverables
Software development
Sprints, staging, release notes
Design studios
Concepts, revisions, asset handoff
Marketing firms
Reports, assets, client sign-off
Customer management
CRM linked to every project and portal
Project delivery
Timelines, owners, budgets, and milestones
Meeting notes
Recordings → minutes, actions, decisions
File management
Central file center with version history
Approval workflows
Client sign-off without email chains
Project updates
AI weekly and phase reports
Client communication
Updates, messages, and history in one place
Client journey
From contract to portal — without the email chase
Clients check status, approve documents, read weekly reports, and track deliverables — on their own schedule.
Contract signed
Client receives portal invite — no more email threads.
Portal access
Dedicated workspace with timeline, files, and updates.
Check status
Progress, milestones, and deliverables — always current.
Approve & review
Design drafts, proposals, and docs in one place.
Weekly reports
AI-generated updates — team reviews, client reads.
AI automation
Meeting notes, summaries, risks, and updates — generated automatically
AI pipeline
Meeting minutes
Upload a recording — get action items, decisions, and risks auto-synced to project files.
Upload→Transcribe→Minutes→Sync
Project summaries
Weekly and phase summaries from real activity.
Risk alerts
Flags delays, approval bottlenecks, and scope drift.
Client updates
Draft reports organized by completed, pending, and upcoming — team reviews, then sends to client.
CompletedIn progressNext weekRisks
Centralized delivery
Every deliverable managed in one place
Designs, websites, reports, proposals, and video — version history, comments, and approval status for every client.
Deliverables hub
Every asset centrally managed
- DesignHomepage v3.figv3 · 3 commentsPending review
- ReportWeekly report W12v1 · Auto-generatedSent · Mar 17
- WebsiteStaging previewv4 · 2 revisionsIn review
- ProposalQ2 scope docv2 · Client signedApproved · Mar 8
- VideoWalkthrough demo.mp4v1 · Feedback loggedIn review
- DocumentBrand guidelines.pdfv2 · 4 versionsApproved
Customer outcomes
Agencies and consultants who stopped chasing status
Northline Agency
Status emails down 94%
12 clients on one portal — PM hours saved 18 per week.
Studio Meridian
3 days → 8 hrsApproval cycleClients approve in-portal; feedback auto-logged.
Clearpath Consulting
ZeroChase emails in Q1AI weekly reports replaced manual Friday updates.
Stop Sending Status Emails. Start Delivering A Better Client Experience.
View the demo workspace or create your first client portal in minutes.