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Client Portal

One place for every decision, every approval

Most client friction is not about the design. It is about scattered emails, stale spreadsheets, and approvals no one can find later. The Client Portal gives your clients one current, readable view of their project, and gives you a clear record of everything they agreed to.

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Why centralize client communication

Approvals buried in email threads and text messages

Every approval captured in one place, with a date and a version

Budgets sent as attachments that are out of date the next day

One published budget the client always reads in its current form

Scope changes agreed verbally, then disputed later

Changes shown as pending until the client approves them

Files, selections, and questions spread across tools

Files, selections, and client chat kept with the project

What the portal gives you

Scope change approval flow

Propose a change, show its cost impact, and let the client approve it. Nothing shifts without a record.

Publish budget updates

Publish a new budget version when it is ready, so the client sees a considered update, not a work in progress.

Client funding summary

Show what has been funded, what is committed, and what is still ahead, in terms a client can read.

Materials and selections approvals

Present selections at their quality tier and collect sign-off before anything is ordered.

Project files and client chat

Keep drawings, documents, and conversations with the project instead of across inboxes.

Approved version history log

Every approved version is kept, so you can always show what was agreed and when.

Included in Plus and Pro

The Client Portal is part of the Plus plan at $69/mo, with 5 user seats and 5 active clients, and is also included in Pro.

Review Plus pricing