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Transparent Client Collaboration

Keep Clients in the Loop

Provide clients with secure access to project updates, files, and progress for transparent collaboration. Build trust through transparency.

Secure access
Real-time updates
Better relationships

Give clients the transparency they deserve

Secure access to project updates, files, and progress for seamless collaboration.

Secure Client Access

Provide clients with secure, controlled access to exactly what they need to see.

Secure access

Clients view only what they need

File sharing

Share deliverables and updates easily

Progress tracking

Clients see real-time status

Secure Portal Access

Client Collaboration

Enhanced Communication

Streamline client communication with built-in feedback tools and direct messaging.

Communication tools

Feedback and comments directly in portal

Transparent progress

Build trust through visibility

Centralized files

All project assets in one place

Frequently Asked Questions

Everything you need to know about the client portal in Worklenz

1

What is the client portal and how does it work?

The client portal is a secure, branded interface where clients can view project progress, communicate with your team, review deliverables, and approve work. Clients get real-time visibility into their projects without accessing your internal systems, improving transparency and client satisfaction.

2

What can clients see and do in the portal?

Clients can view project timelines, task progress, team members working on their projects, time logs, file attachments, and project updates. They can also communicate through comments, approve deliverables, and access invoices and project documentation in one centralized location.

3

How do I control what clients can access?

You have full control over client portal permissions. Configure what each client can see - hide internal tasks, limit time tracking visibility, control file access, and customize the interface. Set different permission levels for different client contacts and projects.

4

Can I customize the client portal branding?

Yes, the client portal can be fully customized with your company branding including logos, colors, and custom domain. Create a professional, white-labeled experience that reinforces your brand while providing clients with project transparency and communication tools.

5

How do clients receive notifications and updates?

Clients receive automated email notifications for project milestones, task completions, new messages, and invoice updates. They can customize their notification preferences and also access all updates directly in the portal dashboard with real-time activity feeds.

Ready to improve client relationships?

Join teams who've strengthened client trust with transparent project portals.

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