All apps

Client Portal

One link that answers “how is our project going?”

A branded, read-only portal for the people you are delivering to. It shows project dates and progress, what was just completed, anything you are waiting on them for, documents to sign, and — only if you choose — hours against budget. Customers sign in with a magic link rather than yet another password, and see only the projects you have explicitly shared with their company.

Start free — all apps included
Explicitly Shared, Never Guessed
No Password, No Account
Waiting On You
Composed, Not Maintained
Scoped to the Company
+ more capabilities

Everything you need, nothing you don't

Explicitly Shared, Never Guessed
A project appears only when somebody ticks the box. Tagging a project with a customer name does not publish it to them — the two are separate decisions on purpose.
No Password, No Account
Customers get a magic link. Nobody signs up for anything, which is the difference between a portal people use and a portal people ignore.
Waiting On You
The section that earns the portal. Customers do not open it to admire your plan — they open it to find out whether they are the hold-up.
Composed, Not Maintained
Everything shown is already in Projects, Document Signing, and Time Tracking. There is no second plan for somebody to keep up to date, because a stale portal is worse than none.
Scoped to the Company
A customer is an organisation. The person who signed and the person doing the work both get the same view, resolved from your CRM by contact or verified email domain.
Hours Against Budget, Optionally
Show a client how their budget is being consumed — or do not. It is off by default, because that is a decision somebody should make rather than discover.

Client Portal is just one of many apps — all included.

All included. One plan. No add-ons, no per-seat fees.

Start your free trial