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Client portal

Share progress, collect requests, exchange files, and record decisions. This reference uses deterministic example content and does not connect to a live account or production data.

Client portal · Project overview
Screenshot of Mason House renovation in Client portal
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Project overview

A calm summary of progress, next steps, and anything needing attention.

Client portal · Client requests
Screenshot of Questions become trackable work in Client portal
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Client requests

Clients can ask clearly and always see who owns the next step.

Client portal · Files & drawings
Screenshot of Every current file in one place in Client portal
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Files & drawings

Drawings, references, and deliverables stay attached to the project.

Client portal · Decision log
Screenshot of Approvals stay beside the context in Client portal