Client portal and approvals
Approvals where the work is,not in a chat thread
Every client gets a portal scoped to their own projects. They see progress, decide on deliverables and download what you share. Internal work is never sent to it: the boundary is in the API, not a hidden menu.
Website redesign
Due 15 Dec
Homepage design v2
Your decisionMenu photography set
Approved by youHours this month
18.5 hAgency plan, turned on per clientportal contacts never use a seatscoping enforced in the API
[ 01 ] How an approval flows
Four steps, on the record
- 01
Mark it client-visible
A task, a file or a deliverable is internal until you say otherwise.
- 02
Request approval
The client is notified and sees it waiting in their portal.
- 03
The client decides
Approve, or request changes with a note. Each new version is kept.
- 04
The task closes itself
An approval completes the linked task, an automation rule can unblock what was waiting, and the decision stays with the work.
[ 02 ] What a client sees
Their projects, nothing else
Overview and projects
Each shared project with its progress, milestones and due date.
Approvals
Deliverables waiting for a decision, and every past decision with its version.
Tasks and comments
Only the tasks you mark client-visible, with a thread your team sees immediately.
Files
Shared files, latest version first.
Hours
With time tracking on, the hours spent on their work, without your rates or costs.
Activity
What happened on their projects, the client-visible parts only.
What a client never sees
Never sent to the browser, not just hidden in it
- Internal tasks and internal comments
- Employee workload, rates and costs
- Other clients, or that they exist
- Internal activity, notes and the audit log
- Your CRM pipeline or deal values
- Files marked internal
A portal contact is tied to their own client, and every read is scoped to it by the API. Asking for another client's record returns nothing, rather than returning it and hiding it.
[ 03 ] Plans
Which plan has it
| Capability | Starter | Business | Agency |
|---|---|---|---|
| Client portal and approvals | Not included | Not included | Included |
| Your brand on the portal | Not included | Not included | Included |
| Hours view for clients | Not included | Included | Included |
The portal is part of Agency. On another plan it can be added to one workspace on its own. Compare every plan
[ 04 ] Questions