Client Portal

One clean view, instead of a status-update email.

A clean, read-only view your client can check anytime — progress, milestones, deliverables.

What you get
  • Live project status, milestones, and shared files
  • Approvals and feedback logged against the right task automatically
  • Nothing to install — a link and a login, that's it
Start free with Client Portal

How it works

How Client Portal keeps everyone aligned

One link per client for status, files, and approvals — no app to install.

1

Share one link

Send a branded portal URL from the project. Clients open it in their browser.

2

They see real progress

Milestones, deliverables, and approval status update as you work.

3

Feedback stays tied to the work

Comments land on the exact file or task so revisions don't get lost.

A calm front door for clients

Less chasing status. More clarity on both sides.

No new app

Clients use a link in the browser. Nothing to download, nothing new to learn.

Approvals in one place

Sign-offs on deliverables are visible alongside the work.

Files and context together

Share deliverables with the milestone and feedback thread attached.

When a portal beats another status email

Give clients clarity without adding friction.

  • 01

    Hand off a brand package with approval buttons instead of a zip file

  • 02

    Let a web client review milestones and leave feedback on each deliverable

  • 03

    Share progress with stakeholders who aren't in every email thread

Ready to run client work in one place?

Create your free account and have your first lead, proposal, and plan set up in minutes.

Free plan available · No credit card required to start