Client view
Give clients a clean place to see their active business with you.
Shared proposals
Shared invoices
Files
Comments
Payment status
Notifications
Client portal
Share the right work with the right client.
The portal should let clients review proposals, invoices, payment status, files, comments, and project updates without entering the internal workspace.
Access control
Portal access must be scoped to client-safe records.
Client users
Invite links
Role scope
File permissions
Signed downloads
Audit
Operational loop
Client activity should update internal teams.
Viewed status
Approval status
Comment alerts
Payment update
Document request
Timeline