What's in this video
Client portal: Hi, any update?
Clients & docs·0:40
Your client signs in and sees the projects you have chosen to share: progress, hours, invoices and files. You control exactly which projects are visible, per client.
Transcript
Manual client reporting eats up to ten hours per client every month, and it starts with a two word message.
The client portal is a branded login where your client sees the projects you choose to share.
Turn it on per project. Invite the client contact. They see live progress and hours. And their invoices and files sit there too.
Progress and hours are shared. Internal costs stay hidden. You decide the line.
They look for themselves, and you keep working.