What a client can do.
Their work
- A summaryPriorities, projects with progress, and the month at a glance.
- ApprovalsApprove, or ask for changes with a reason.
- RequestsAsk you for something, from the portal.
- MessagesA thread per project with your team.
- FilesRead, print, sign by typed name, or decline.
- InvoicesWhat was billed and what was paid.
Who sees what
- Roles on their sideOwner, member or accountant. The accountant sees money, not chat.
- One client at a timeA client sees their own records and nothing of anyone else's.
- Your choices per clientShow task titles or only counts, and hours or not.
Getting in
- A sign-in link by emailNo password to set.
- Their invites can wait for youLogins a client invites can need your approval first.
- Told when you replyAn email says there's something to read.
What it doesn't do yet.
- No card payments in the portal yet.
- The client app is Android only. On an iPhone, clients use the portal in the browser.
Show a client what they'd see.
We'll set up a portal with your logo during the call.