A client portal built for delivery
Give clients a branded, limited view of the projects and decisions that belong to them.
Why sharing work with clients usually goes wrong
Clients ask for status you already published
The update exists on a board they cannot open, so it gets retyped into an email once a week.
Sharing a board shares too much
Giving a client visibility often means exposing internal teams, other clients, commercial fields, or half-finished work.
Decisions get lost in the thread
Approval arrives as a reply in a long chain, and nobody can find it when the scope is questioned.
Built for the way the work actually moves
Project-scoped Guest access
A guest is invited to specific projects, not to your workspace. They open a branded page showing only the work you shared, carrying your name rather than a generic tool interface.
Share
Client portalView, Comment, or Approve permissions
Each share carries a level. Some clients only watch progress, some leave notes, and some hold sign-off. You set that per person and per project, and the server enforces it rather than the interface simply hiding a button.
Set access
Client portalInternal teams and fields stay private
Internal boards, other clients, team queues, and custom fields never render in the portal. What a guest can reach is defined by the share, so there is nothing to leak by accident.
Deliver
Client portalA complete client-delivery loop
From the first request to a recorded decision, in one place.
Share
Add the client as a guest on the projects that concern them.
Set access
Choose View, Comment, or Approve for each share.
Deliver
Work progresses on your board and their view updates with it.
Decide
The client approves or requests changes inline, with a note.
Record
The outcome is stamped on the task and in the audit log.
Common questions
No. Client guests are free and unlimited on every paid plan and never count as a billable seat.
No. Access is scoped to the specific projects shared with that guest, and nothing else renders.
Yes. The client sees an on-brand page kept separate from your internal workspace.
See the workflow with your own process
Tell us how work enters your team, who delivers it, and where clients make decisions.