Client portal for PR firms & publicists

A PR firm client portal is where clients approve each press release before it goes out, and the agency logs the coverage it earns against the release that earned it.

Pattern: Requests

Describe it to Pory

“We're a PR agency with a dozen clients. Clients should approve press releases before we send them, and we want to log coverage against each release so clients can see what landed.”

Viewing as

Coverage

Coverage

Inside the e-bike company that wants your parking spaceCity Evening NewsVoltra raises $12M to put commuters on e-bikesRegionalOct 14, 2026
Funding roundup: five startups to watchThe Morning BriefVoltra raises $12M to put commuters on e-bikesPodcastOct 10, 2026
Voltra's round and the commuter bike boomTwo Wheels TradeVoltra raises $12M to put commuters on e-bikesTradeOct 8, 2026
E-bike maker Voltra lands $12M to take on the commuteMetro Business DailyVoltra raises $12M to put commuters on e-bikesNationalOct 7, 2026
Most of us love our houseplants to deathCity Evening NewsPetalwise survey: six in ten gardeners overwaterRegionalOct 15, 2026
Gardeners overwatering, says new studyNorthside Public RadioPetalwise survey: six in ten gardeners overwaterBroadcastOct 14, 2026
Are we drowning our tomatoes?Garden & Home WeeklyPetalwise survey: six in ten gardeners overwaterNationalOct 13, 2026

Showing 1–7 of 7

Powered by Pory

In plain English

How Pory sets it up

Pory gives every client and account manager a sign-in of their own. Each client sees only their own press releases. It covers coverage tracker & release approvals. Press releases, coverage, media dates, requests, invoices, reports and briefings, media contacts and team live in Pory's own database, so there's no spreadsheet to keep in sync.

What it does

01

Every piece of coverage is logged against the release that earned it

Coverage reports were a monthly scramble through news alerts and screenshots on someone's desktop. In Pory the account team logs each hit as it lands: headline, outlet, tier, date and the release behind it. The list is ready when the client asks what the funding news actually got them.

Tables to manage recordsDone by: Account manager
02

Clients approve the release before it reaches a single journalist

Approval used to be a one-word email from the CEO's phone, forwarded twice before it reached the account team. The client opens the release in Pory, reads the attached draft, and marks it Approved or Changes requested with a note. The team pitches it once the card says Approved, not on a hunch.

Approve / reject with a reasonDone by: Client

Who sees what in a PR firm portal

Every person signs in to their own view. This is what each role in the demo gets.

Client

Sees only their own press releases.

Pages
Home, My press releases, My coverage, Media dates, Invoices, Working with us
Can start
Send a quote or file
Decides
Marks press releases Approved or Changes requested, with a reason
Doesn’t see
Media contacts

Account manager

Sees every press release in the portal.

Pages
Home, Coverage, Releases, Media calendar, Media list, Invoices
Can start
Log coverage

What’s in the PR firm portal template

The tables and fields Pory sets up for this portal. Describe your own version and change any of them in the editor.

Press releases

  • Release (text)
  • Announcement (choice: Product launch, Funding, Opening, New hire, Research)
  • Embargo until (date)
  • Approve by (date)
  • Draft (file)
  • Client (link)
  • Status (choice: Drafting, Ready for review, Approved, Sent to media, Changes requested)
  • What happens next (text)
  • Client note (long text)

Coverage

  • Headline (text)
  • Outlet (text)
  • Release (link)
  • Tier (choice: National, Regional, Trade, Podcast, Broadcast)
  • Published (date)
  • Client (link)

Media dates

  • What (text)
  • Release (link)
  • Date (date)
  • Kind (choice: Press briefing, Embargo lifts, Interview, Event)
  • Where (text)
  • Client (link)
  • Status (choice: Upcoming, Done)

Requests

  • What we need (text)
  • Release (link)
  • Needed by (date)
  • Kind (choice: Quote, Images, Spokesperson, Fact check)
  • File (file)
  • Client (link)
  • Status (choice: Requested, Received, Checked)

Invoices

  • Invoice (text)
  • What it covers (text)
  • Issued (date)
  • Due (date)
  • Amount ($) (number)
  • Client (link)
  • Status (choice: Issued, Paid, Overdue)

Reports and briefings

  • Title (text)
  • Shared on (date)
  • Kind (choice: Coverage report, Briefing notes, Q&A, Media list)
  • File (file)
  • Client (link)

Media contacts

  • Name (text)
  • Outlet (text)
  • Beat (choice: Business, Technology, Lifestyle, Home & garden, Trade, Food & drink)
  • Last pitched (date)

Team

  • Name (text)
  • Role (text)
  • Mobile (text)

The parts behind this portal

Each one reads and writes the same records, so a form, its approval and the status page someone checks are one system. How Pory builds a portal

Decide

1 part
  • Approve / reject with a reason

    Decision buttons for whoever may edit the status. Who decided, when, and why stays on the record.

Share

1 part
  • Tables

    Search, filters, sorting, inline add and edit. The spreadsheet, minus the sharing accident.

Control

3 parts
  • Who sees which records

    Each person sees their own records, the ones assigned to them, or the ones they manage. Fields can be hidden per role. Pory sets this up from your description, and you can adjust it in the editor.

  • Passwordless sign-in

    A sign-in link by email, by default. Password sign-in if you'd rather.

  • Your brand

    Your domain, your colors, your logo. Members see you.

Frequently asked questions

A client signs in with a link sent to their email and lands on Home. They see Home, My press releases, My coverage, Media dates, Invoices and Working with us, and only the press releases that are theirs. From there they can use “Send a quote or file”.

Only account managers. It's hidden from clients: it doesn't appear on their pages or in the records they open.

Client decide: they mark each one Approved or Changes requested and give a reason. Everyone else sees the decision and the reason on the record, without the buttons to change it.

You invite them. Each person gets a sign-in link by email, with no password to set, and lands in the role you chose for them.

Build your PR firm portal with Pory

Describe who signs in and what each person needs, and Pory builds it. Join the waitlist while signups open; paid plans are a flat price with unlimited clients.

See pricing · How Pory builds a portal