Planning
Projects & boards
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Collaboration
Client portals
Share branded, read-only or comment-only views with clients and partners.
Price
$49 / mo
- Who it's for
- Agencies & service teams
- Type
- Add-ons
SOC 2 Type II
Overview
Client portals, explained.
Client portals give customers and partners a clean, branded view of exactly the work they need to see. Collect approvals, answer questions and share files without exposing your internal workspace.
Highlights
- 01Custom domain and branding
- 02Unlimited free guests
- 03Approvals and sign-off flows
- 04Per-portal permissions
- 05Activity notifications for clients
How it works
- 1
Create a portal and add your branding
- 2
Choose which projects and fields to share
- 3
Invite clients by email
- 4
Collect feedback and approvals in one place
Good to know
- Guests never count towards your seat total
Questions? Call +44 20 4586 1200 and talk to our people.
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