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ViewSX module Available

Client Portal

Share progress, deliverables, and required client inputs in one controlled view.

Add to your OS See the product state

Client Portal provides a controlled client view of progress, deliverables, and requests without granting access to internal-only context.

Trigger observed Publish the current project status, approved deliverables, and a clearly owned request for client input without exposing internal workspaces.

Source context remains attached. Action follows the configured Advisor or Operator boundary.

One concrete operating loop

From signal to owned outcome.

  1. TriggerPublish the current project status, approved deliverables, and a clearly owned request for client input without exposing internal workspaces.
  2. AI roleAI can draft a client-ready status update from approved project evidence for a team member to review before sharing.
  3. OutcomeShare progress, deliverables, and required client inputs in one controlled view.

Synthetic product proof

See the operating state, not a feature list.

The view below uses deterministic synthetic product data. It illustrates the specific workflow without customer, employee, or partner information.

Synthetic Client Portal product view showing Publish the current project status, approved deliverables, and a clearly owned request for client input without exposing internal workspaces.
Client Portal statePublish the current project status, approved deliverables, and a clearly owned request for client input without exposing internal workspaces.

Shared operating context

Client Portal does not work alone.

Availability and pricing

Add the capability to one Business OS.

CRM + Client Portal$15 / user / month
Available Add Client Portal to your OS