Tune what each person can see.
Drawn from approved time.
Every comment says who sees it.
No guessing what the client sees.
Clients see real records, and you choose exactly what is shared.
The real records you choose to share, from projects to invoices. Each person at the client sees their own slice.
No. Portals stay off until you turn them on, you share records one by one, and every comment is marked internal or client-visible.
If you want. Share invoices, payment status, and the retainer balance, and the hours emails stop.
On your record. A portal thread is the same thread your team sees, with visibility set per comment.
Turn on a portal per client and choose what goes in it.
Different people at the client see different things.
The file you work from, not a copy.
Invoices, payment status, and retainer usage, no email chase.
Articles published to the clients they apply to.
Portal conversations that land on your internal record.
Clients hear when their work moves, without your internal noise.
Across the workspace
Calls, email, tickets, meetings, and events roll up to one account timeline. Client health is calculated from it, with sources you can check.
What this removes
Guessing at account health, and rebuilding the history before every renewal call.
One workspace, so the records here are the records everything else reads.
Don't see your question? Contact us
Yes. Each client gets their own portal, with its own shared records.
Yes. A CFO and a coordinator can see different things.
Yes. They arrive as tickets with routing and SLAs, and the client can track progress.
No. The portal shows the same versioned file you work from.
Markers show client-visible content, and every comment shows who will see it before you post.
One workspace for projects, clients, finance, and everything in between. Every plan starts with a 30-day free trial, no credit card needed on core.
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