Client portal
Keep clients in the loop without the update emails
Give clients a branded view of the work that matters to them: progress, deliverables, files and approvals, with no access to your internal workings.
What you get
Show only what you choose
Pick the tasks, files and updates a client can see.
Approvals in one click
Clients approve or request changes, and you see it at once.
Your branding
A portal that looks like it belongs to you.
Comments in context
Feedback lands on the task, not in an inbox.
A single place for the client to look
No more 'where are we on this?' emails. The portal answers it, any time.
- Progress and milestones
- Deliverables and files
- A clean activity history
Approvals that leave a trail
Every approval is recorded with who, what and when — useful for you and reassuring for them.
- Approve or request changes
- Notifications to the right people
- Exportable record
FAQ
About client portal
They can be invited with a limited role; they see only what you share with them.
Yes. Internal discussion stays internal; only what you mark as shared appears in the portal.