Clients & the portal.
What your clients see, how they request work and approve it.
The client portal
Every client gets a branded portal with their own board, projects, calendar, money and messages. It shows only their organization's work, and never anything internal.
Client requests
Clients ask for new work from their portal: a single request becomes a task in their Queue, and a bigger engagement becomes a submitted project for your team to scope.
The portal's Money page
Clients see their whole financial picture with your studio in one place: what they owe, every invoice, and the change orders, proposals and contracts waiting for their answer.