Clients stop asking for updates
A secure, project-scoped link where clients see progress, documents, meetings and sign-offs.
- 0 seats
- to buy for client access
- 1 project
- per portal, strictly scoped
- Fewer
- "any update?" calls on Monday
Everything in one module
No add-ons, nothing to integrate — shared data from day one.
No accounts
Clients open a secure link. No passwords to create, remember or reset.
Live progress
Milestones come straight from the board your team already updates.
Documents
Contracts, drawings and reports in one place — no email attachments.
UAT and sign-off
Capture acceptance where it belongs — on the project record.
Meetings
Scheduled meetings show up for the client automatically.
Strictly scoped
One portal shows one project. Your other clients are never a click away.
Four steps, start to finish
The path a piece of work takes through this module.
Link access, no client accounts
Progress, documents and sign-off
Strictly scoped to one project
- 1
Publish
Turn on the portal and choose what the client sees.
- 2
Share
Send the protected link — no seat, no signup.
- 3
Update
Your team works normally; the portal reflects it.
- 4
Sign off
The client accepts; the record stays with the project.
Works with the rest of WorkOS
These modules share the same records — enter it once, see it everywhere.
See client portal on your own data
A 30-minute walkthrough with your projects, your people and your numbers — not a sandbox.