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Free your team from status calls
Clients check progress themselves, whenever they want, without phoning your project manager.
Clients check status themselves — most status calls disappear.
Self-serve for your customers
A portal where clients see orders, invoices and balance
Fewer status calls. A professional, always-open front desk.
Give customers a self-serve view of their orders, quotes, invoices, documents and balance — branded as yours, scoped to their own account, available whenever they want to check instead of calling.
01 / What it does
Client Portal, in practice
Cut status calls to zero: clients check orders, invoices and approvals themselves in a space branded as yours, and pay faster because they can see what they owe.
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Get paid faster, with less chasing
Invoices and balances are always visible and payable, no email thread required.
Invoices and balances available, no email thread to hunt through.
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Never argue over what was agreed
Approvals on moodboards and quotes are timestamped and on record, permanently.
Approvals recorded with a timestamp and a name, permanently.
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Look bigger and more professional
The portal carries your brand, so clients see your business, not a generic tool.
Carries your brand and domain — reads as your studio, not a tool.
02 / How it works
01
Invite
Give the client instant access, with nothing to install or set up.
- Invite the client with one link; access is scoped to their own projects and documents only.
- Multiple contacts per company can be given different levels of access.
02
Share
Cut status calls to zero — the client sees everything themselves, whenever they check.
- Share moodboards, plans, quotes, schedules and documents in one place.
- Comments land against the specific item, so feedback is actionable rather than general.
03
Collect
Get faster approvals and faster payment, both in one visit.
- Collect approvals and payments in the same visit, shortening the decision cycle.
- Every action is logged for the project record, which settles disputes before they start.
03 / In depth
A professional space for your client, not another email thread
Cutting the number of status calls a client makes is worth real time back for your team, and clients tend to ask the same three questions: what was approved, what does it cost, and when does it arrive. The portal answers all three continuously, with moodboards, quotes, documents, approvals and delivery status in one branded space.
Approvals with a record
Disputes over who agreed to what cost time and goodwill that a timestamped record avoids entirely. Disputes about who agreed to what mostly disappear.
Fewer status calls, better perception
Winning referrals depends on how professional the process feels, not just on the finished project, and transparency reduces interruption. Clients who can see progress ask fewer questions, pay faster, and rate the experience as more professional — which matters more than any feature list when they recommend you.
04 / Use cases
Where Client Portal earns its place
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Residential clients
Show room-by-room selections, costs and delivery dates in plain language.
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Developers and hotel groups
Give stakeholders controlled visibility across multiple units or properties.
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Trade accounts
Let regular buyers see their quotes, orders, invoices and balances themselves.
05 / Who it's for
Client Portal is built for the people who specify, buy and sell materials.
Fewer status calls. A professional, always-open front desk.
Contractors
Suppliers
Developers
06 / Questions
Frequently asked
Can clients see my costs?+
No — the portal shows only what you publish to them.
Can the client see my costs or margins?+
No. You control exactly what is visible — typically approved selections, agreed prices, documents and status.
Is the portal branded?+
Yes, it carries your identity so it reads as your own client area.
Do clients need an account?+
They get secure access by invitation; there is nothing to install.
07 / Explore Next
