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Portal shares
Turn on a portal per client and choose what goes in it.
What can you do with the client portal?
Share per client
Tune what each person can see.
Retainer balance
Drawn from approved time.
Internal or client comments
Every comment says who sees it.
Visibility markers
No guessing what the client sees.
What does the client actually see?
The real records you choose to share: projects, tasks, retainers, documents, invoices, and threads. Each person at the client can see a different slice.
Real records
No Friday status deck.
Per-person access
Each member sees their slice.
Visibility markers
Your team knows what is shared.
Across the workspace
Know how every client is doing.
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.
Inside the client portal.
Portal members
Different people at the client see different things.
Shared documents
The file you work from, not a copy.
Shared invoices
Invoices, payment status, and retainer usage, no email chase.
Shared knowledge
Articles published to the clients they apply to.
Client threads
Portal conversations that land on your internal record.
Portal notifications
Clients hear when their work moves, without your internal noise.
What the client portal connects to.
One workspace, so the records here are the records everything else reads.
Modules with their own pages
ClientsCoreDocumentsCoreInvoicesBusinessAlso uses Projects, Contracts, Tickets, Discussions
Switching from another tool?
- Asana
- Trello
- Jira
- ClickUp
- Notion
- Confluence
- Airtable
- Linear
- HubSpot
- Salesforce
- Zoho
- Zendesk
- Toggl
- Clockify
- Google Sheets
- Excel
- Monday.com
- Harvest
If it exports a CSV or a document, it moves. See how to migrate
Questions people actually ask.
Don't see your question? Contact us
Is the portal per client?
Yes. Each client gets their own portal, with its own shared records.
Can different people at the client see different things?
Yes. A CFO and a coordinator can see different things.
Can clients submit requests through the portal?
Yes. They arrive as tickets with routing and SLAs, and the client can track progress.
Are shared documents copies?
No. The portal shows the same versioned file you work from.
How do we know what a client can see?
Markers show client-visible content, and every comment shows who will see it before you post.
Ready to crack the chaos?
One workspace for projects, clients, finance, and everything in between. Every plan starts with a 30-day free trial, no credit card required.