Client Dashboard
A private place for clients to view shared projects, documents, and contacts.
The client dashboard is a branded, private portal where clients can check on their projects without needing to email you for updates. They log in, select their project, and immediately see every proposal, invoice, and schedule you’ve chosen to share with them. Meanwhile, all your internal working files and markup stay safely hidden on your side.
Complete control over what they see
You decide exactly what crosses over to the client dashboard. Until you explicitly hit publish, every proposal, invoice, and schedule remains internal. This lets your team work freely in the background, only revealing documents when they are polished and ready for client review.
A single source of truth
Instead of exporting PDFs that are out of date the moment you hit send, give your clients access to the live project. They see the exact same schedule you do, automatically filtered to hide your internal financials and procurement details. When everyone is looking at the exact same information, there’s no confusion about what’s been approved.