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client portal

Keep clients in the loop without the email chains

A branded portal where clients track progress, review documents, and approve deliverables. No logins to explain, no PDFs to chase.

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Share a single link. Your client sees progress, documents, and updates in one place.
Send one link. Clients see drawings, reports, and project status without digging through email attachments.
Clients can comment, ask questions, and approve directly from the shared view
You control what they see. Share by project, by stage, or by document type.
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JE
RP
MS
+4
Viewing now
JE
Approved — proceed with revised transom detail
2h ago
RP
Can we confirm the sealant spec before sign-off?
45m ago
M. Shaw is typing
Clients approve materials, drawings, and documents with one click. No more chasing sign-offs over email.
Send any deliverable for approval. Clients see it, review it, and sign off from their browser.
Track every approval in one place. Who approved what, when, and with what comments.
Set reminders for outstanding approvals. No more awkward follow-up emails.
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Brick sample
Pending review Approved ✓
Flemish Bond Brick
Ibstock · Ivanhoe Cream Multi
Approve
Reject
JE
J. Ellis · just now
Clients see exactly where their project stands. Specs, submittals, RFIs, and milestones, all in real time.
Live progress across every workstream. Specs issued, submittals reviewed, RFIs resolved, all visible at a glance.
Clients stop asking for updates. The dashboard answers their questions before they send the email.
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Project Tracker RIBA Stage 4
Jan Feb Mar Apr
Specs
18 sections
Submittals
12 of 22
RFIs
47 closed
Shop Dwgs
6 of 14
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