Client Project Portal


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Streamline your project management and enhance your client experience.

A summary overview of the project, updated in real-time to display the most relevant info from the databases below.

Project Timeline
Organize project into different stages, and follow your progress through each as you complete tasks.

View project details (timeframe, progress, cost) and notifications (upcoming meetings & deliverables, new messages).

Message Center
Exchange messages with clients, and link any relevant tasks, files, meetings, deliverables, documentation, or invoices.

Meeting Calendar
Schedule meetings, and link any relevant messages, tasks, files, deliverables, documentation, or invoices.

Share final deliverables with clients.

Shared Drive
A place to keep brand assets, resources, files, meeting notes, etc.

Store all official documents (proposals, contracts, agreements, etc.) in one secure location.

Issue invoices, set due dates, and keep track of payment status.

Payments are secure and encrypted