What you can do
Portal access is enabled per Entity, with invite based user accounts.
Choose per portal whether clients can comment on notes and threads, react, and upload documents.
Retainer visibility is configurable: history, project breakdown, member breakdown, overage projection.
Shared records stay in your workspace. Nothing is duplicated to a separate client tool.
In this capability
Clients
Profiles, projects, contracts, conversations, and history connected to the same record. Nobody has to ask "who owns this account?" again.
Documents
Versioned, searchable, attached to the right record. Treat documents like assets, not like email attachments you re-download every time you need them.
Invoices
Pull billable hours, fixed-fee milestones, and expenses straight onto an invoice. Send, remind, and reconcile without leaving the project they came from.
Pairs well with