Client portal
Stop answering “Any update?”
Send your client one link. They see the live progress of their project and what changed since their last visit, and they can reply with feedback. They don’t need an account.
The client portal is on Plus ($19.99/month) and Pro. Start on the free plan, no credit card needed.
How it works
Set it up once. It updates itself.
Choose what they see
Pick a board and switch on only the details your client should see, like progress, due dates and docs.
Send one link
Add a welcome note, your brand, an expiry date or a password. Your client opens it in any browser.
Keep working
When you move a task, the client page updates. You never write a status report.
What your client gets
Answers before they ask.
Since your last visit
A short summary of what moved since they last opened the link.
Feedback in one click
They can say it looks good, ask a question or request a change. It lands in your workspace.
Progress by email
Weekly, every-two-weeks or monthly reports, for up to 3 people per link.
You see when they look
The client activity feed shows each time the link is opened.
You stay in control
Your workspace stays private.
- The page is read-only. Your client can’t edit tasks.
- Your client sees only what you switch on, from estimates to docs and links.
- Protect the link with a password and an expiry date.
- Use your own brand name and logo.
- Stop sharing at any time.
Questions
Before you share your first link.
- Does my client need an account?
- No. They open the link in any browser. You can add a password if you want.
- Which plans include the client portal?
- Plus and Pro. You can start on the free plan and upgrade when you share your first link.
- Can my client change anything?
- No. The page is read-only. They can only leave feedback: looks good, a question or a change request.
- Can I stop sharing later?
- Yes. Stop sharing whenever you want and the link stops working.
Pricing
Free to start. Client portal from $19.99/month.
Plus is $19.99/month, or $15.99/month billed yearly. Pro is $59.99/month for teams. Both include the client portal.