Keep clients
in the loop.
Share project progress via secure links. Clients can view updates, approve milestones, send messages, and even reply via email — no account required. Your team can reply from their inbox too.
Everything clients need
A professional, branded experience that builds trust and eliminates status update meetings.
Project Visibility
Clients see real-time progress, task status, and milestones for all their projects
Milestone Approval
One-click sign-off with full audit trail — approve or request changes with notes
Communication Board
Two-way messaging with file attachments, image previews, and threaded conversations
Email Notifications
Clients get email alerts for milestones, messages, and project updates automatically
Token-Based Access
Secure, expiring links — no account or login required for client access
Granular Permissions
Control what clients see: tasks, milestones, budgets, and communication board
Client Portal
Share project progress via secure links — no login required
- Unique secure URLs per client — no accounts or passwords needed
- Summary dashboard: project count, tasks completed, average progress
- Expandable project cards with color bars, status, due dates, and progress
- Budget visibility (optional) with over-budget warnings at 90%+
- Task list with status indicators, priority, assignee, and due dates
- Active/inactive toggle and link regeneration for security
Milestone Approval Workflow
Streamlined client sign-off with full audit trail
- Submit milestones for client review directly from the project
- Clients see "Awaiting Your Approval" badges in their portal
- Approval form with optional notes and two actions: Approve or Request Changes
- Full audit trail: who approved, when, with what notes
- Automatic notifications to team when client approves or requests changes
- Milestone types: Payment, Feature, Deliverable, Launch, Review
Communication Board
Two-way messaging between your team and clients
- Project-specific conversations with rich text and file attachments
- Drag-and-drop file uploads: screenshots, videos, PDFs, documents
- Color-coded messages: Client (blue) vs Team (green)
- Team-side unified inbox at /dashboard/client-communications
- Unread badges, client grouping, and quick reply modal
- Inline media preview for images and videos
Client Email Thread System
Reply to emails instead of logging in — for both clients and your team
- When your team sends a message, clients get a threaded email they can reply to directly
- Client email replies are automatically saved to the project conversation thread
- Account owners get threaded emails for client messages — reply without opening the dashboard
- Proper In-Reply-To / References headers for Gmail and Outlook conversation grouping
- Automatic quoted-reply stripping (Gmail, Outlook, and standard > formats)
- All email-sourced messages appear in the platform with full audit trail
How Email Threads Work
Both clients and your team can communicate entirely via email. Every message is captured in the platform.
Sends a message via the Portal or replies to an email
Notifies all project team members (in-app) and sends a threaded email to the account owner
Replies directly to the email — no need to open the dashboard
Processes the reply, saves it to the project thread, and sends a threaded email to the client
Replies to that email — conversation continues indefinitely via email
Zero-friction communication
Neither your team nor your clients ever need to leave their inbox. All messages are captured in the platform with full audit trail and team visibility.
Granular Permission Control
Control exactly what each client can see. Toggle permissions on or off per client.
Enterprise Security
Secure by design. Client portals use cryptographic tokens with expiration and revocation support.
Token-Based
Cryptographic random tokens
Expiration
Auto-expire after N days
Client Scoping
Access only their own data
Permission Control
Toggle what clients see
Ready to work
smarter?
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