Integrations
Connects to the tools you use
Set up connections through ERP.AI and Proto workflows, with every change logged.
- Client Collaboration Portal
- Project delivery
- Document storage
- Billing
- Identity provider
- Email provider
Client Collaboration Portal · Available now
Example screen with sample data
Give every client a clear place to collaborate.
Client Portal is the external-facing surface that turns a delivery team's internal project work into a coherent, branded experience for the client on the other side of the engagement. It runs the four collaboration loops that every services and project-driven business needs to run with its customers — *here is what we shared with you* (documents and deliverables published from internal source systems into a portal the client can browse and download), *here is where we are* (status updates published per project, with audience scoping and fan-out to subscribed client users), *we need a decision from you* (approval requests routed to named client approvers with a magic-link one-click flow, decision capture with optional signature, and a callback that updates the source record on the internal side), and *here is the conversation around all of it* (comment threads on documents, approvals, and status updates).
- No per-user fees
- Manual work is free
- Configure it in Proto
OverviewMy Pending Approvals (Client)×
Client Collaboration Portal · Approval requests
New approval request
My Pending Approvals (Client)
Approval requests in one list
Approval requests in view
6Deliverable
2Change order
1Invoice
1| Request number | Subject | Type | Portal project | Requested at | Expires at | |
|---|---|---|---|---|---|---|
| AR-60815 | Approve East Hall concept plan | Deliverable | Atrium lighting upgrade | 15 Oct | 24 Oct | |
| AR-35993 | Sign-off atrium lighting samples | Change order | Level two workspace fitout | 13 Oct | 21 Oct | |
| AR-67848 | Confirm courtyard paving choice | Invoice | Courtyard landscape refresh | 14 Oct | 22 Oct | |
| AR-63277 | Approve lobby ramp detail | Milestone | Reception desk redesign | 24 Oct | 02 Nov | |
| AR-52401 | Review level two layout | Other | Building handover phase | 03 Nov | 09 Nov |
6 of 6 records
Approve East Hall concept planApproval requests · AR-60815
DeliverablePortal projectAtrium lighting upgrade
Requested at15 Oct
Expires at24 Oct
Approve requestAR-60815 · Approve East Hall concept plan
Give the named client approver the documents and context needed to make a clear decision.
Waiting for Portal Manager
ApproveReturn
- Tables, ready to use
- 17
- Saved views
- 14
- Roles with set permissions
- 8
- Reports and dashboards
- 8
Features
Give clients a clear view of shared work
Every feature works on the same records. Pick one to see the screen your team works in.
Portal branding and access
Create a recognizable client workspace with explicit access to each shared project.
- Brand and site setup
- Project exposure
- Client user invitation
- Portal sites
- Brand themes
- Email templates
- Client users
- Portal projects
- Portal user access
OverviewActive portal sites×
Client Collaboration Portal · Portal branding and access
New
Active portal sites
Suspended waits for the portal manager
| Portal code | Name | Account | Subdomain slug | Custom domain | O auth provider | |
|---|---|---|---|---|---|---|
| CEDAR-PORTAL | Cedar Point property portal | Cedar Point Properties | cedar-point | portal.cedarpoint.example | None | |
| NORTHQUAY-PORTAL | North Quay offices portal | North Quay Workspaces | north-quay | projects.northquay.example | ||
| WILLOWGATE-PORTAL | Willowgate campus portal | Willowgate Estates | willowgate | portal.willowgate.example | Microsoft | |
| RIDGEVIEW-PORTAL | Ridgeview apartments portal | Ridgeview Living | ridgeview-living | clients.ridgeview.example | Okta | |
| HARBORLINE-PORTAL | Harborline retail portal | Harborline Retail Group | harborline | projects.harborline.example | One login |
6 of 6 records
CEDAR-PORTALPortal sites · PS-51957
NoneNameCedar Point property portal
AccountCedar Point Properties
Subdomain slugcedar-point
Custom domainportal.cedarpoint.example
Launched at23 Oct
Project documents
Publish the right version of a document and see whether its intended recipients have acknowledged it.
- Document publishing
- Magic-link lifecycle
- Keep the decision trail useful
- Document shares
- Document downloads
- Portal projects
- Client users
- Magic links
OverviewMy Project Documents (Client)×
Client Collaboration Portal · Project documents
New
My Project Documents (Client)
Document shares
| Share number | Document name | Category | Portal project | Published at | Requires acknowledgment | |
|---|---|---|---|---|---|---|
| DS-96451 | East Hall concept plan.pdf | Deliverable | Building handover phase | 11 Oct | ||
| DS-43860 | Atrium lighting schedule.xlsx | Invoice | Reception desk redesign | 02 Nov | ||
| DS-34124 | Courtyard materials board.pdf | Contract | Reception desk redesign | 27 Oct | ||
| DS-11286 | Lobby accessibility review.pdf | Report | Level two workspace fitout | 20 Oct | ||
| DS-38888 | Level two floor plan.pdf | Reference | Courtyard landscape refresh | 14 Oct |
6 of 6 records
East Hall concept plan.pdfDocument shares · DS-96451
DeliverablePortal projectBuilding handover phase
Published at11 Oct
Requires acknowledgment✓
Client decisions
Ask a named client approver for a decision with the relevant evidence and a traceable outcome.
- Approval request routing
- Decision callback to source
- Keep the decision trail useful
- Approval requests
- Approval decisions
- Magic links
- Client users
- Portal user access
OverviewPending Approvals to Send (Internal)×
Client Collaboration Portal · Client decisions
New
Pending Approvals to Send (Internal)
Approval requests
| Request number | Subject | Type | Portal project | Requested from client | Requested at | |
|---|---|---|---|---|---|---|
| AR-20668 | Approve East Hall concept plan | Deliverable | Atrium lighting upgrade | Jasper Haddad | 23 Oct | |
| AR-57321 | Sign-off atrium lighting samples | Change order | Atrium lighting upgrade | Avery Shah | 02 Nov | |
| AR-14786 | Confirm courtyard paving choice | Invoice | Level two workspace fitout | Yasmin Choi | 18 Oct | |
| AR-15918 | Approve lobby ramp detail | Milestone | South wing signage | Avery Shah | 14 Oct | |
| AR-99860 | Review level two layout | Other | Reception desk redesign | Nolan Okeke | 17 Oct |
6 of 6 records
Approve East Hall concept planApproval requests · AR-20668
DeliverablePortal projectAtrium lighting upgrade
Requested from clientJasper Haddad
Requested at23 Oct
Expires at26 Oct
Project updates
Share a consistent project update with exactly the audience that should receive it.
- Status updates
- Engagement watch and digests
- Keep the decision trail useful
- Status updates
- Activity feed
- Client users
- Portal user access
- Notification deliveries
OverviewRecent Status Updates (Internal)×
Client Collaboration Portal · Project updates
New
Recent Status Updates (Internal)
Status updates
| Update number | Title | Portal project | Health flag | Published by | Published at | |
|---|---|---|---|---|---|---|
| SU-62280 | East Hall demolition complete | Reception desk redesign | On track | Tessa Moreno | 07 Oct | |
| SU-21300 | Atrium fixtures ready for review | Atrium lighting upgrade | At risk | Arun Sethi | 05 Oct | |
| SU-33183 | Courtyard planting on schedule | South wing signage | Off track | Dalia Brooks | 06 Oct | |
| SU-40488 | Lobby access review underway | Reception desk redesign | Complete | Kenji Rahman | 01 Oct | |
| SU-69407 | Level two framing complete | Level two workspace fitout | On track | Nora Castillo | 01 Oct |
6 of 6 records
East Hall demolition completeStatus updates · SU-62280
On trackPortal projectReception desk redesign
Published byTessa Moreno
Published at07 Oct
Conversations
Keep feedback attached to the document, request or update the conversation is about.
- Comment threads
- Client lifecycle and deactivation
- Keep feedback in the right audience
- Comments
- Comment replies
- Document shares
- Approval requests
- Status updates
OverviewOpen Comment Threads (Internal)×
Client Collaboration Portal · Conversations
New
Open Comment Threads (Internal)
Comments
| Posted at | Parent type | Portal project | Author client user | Author internal user | |
|---|---|---|---|---|---|
| Document share | Reception desk redesign | Nolan Okeke | Tessa Moreno | ||
| Approval request | Atrium lighting upgrade | Nolan Okeke | Arun Sethi | ||
| Status update | Atrium lighting upgrade | Leila Watanabe | Dalia Brooks | ||
| Document share | Courtyard landscape refresh | Jasper Haddad | Kenji Rahman | ||
| Approval request | Lobby accessibility works | Leila Watanabe | Nora Castillo |
6 of 6 records
Tessa MorenoComments · CMM-43373
Document sharePortal projectReception desk redesign
Author client userNolan Okeke
Engagement and audit
Find stalled approvals and inactive client accounts while preserving a useful decision trail.
- Engagement watch and digests
- Client lifecycle and deactivation
- Audit and auditable access logs
- Client activities
- Document downloads
- Approval decisions
- Notification deliveries
- Client users
OverviewClient Activity Audit (last 30 days)×
Client Collaboration Portal · Engagement and audit
New
Client Activity Audit (last 30 days)
Client activities
| Occurred at | Client user | Activity type | Related table | From IP | |
|---|---|---|---|---|---|
| 21 Oct | Nolan Okeke | Login | Document shares | 192.0.2.14 | |
| 16 Oct | Avery Shah | Login failed | Approval requests | 192.0.2.37 | |
| 07 Oct | Nolan Okeke | Magic link redeemed | Status updates | 192.0.2.81 | |
| 11 Oct | Oliver Reyes | Document downloaded | Portal projects | 198.51.100.22 | |
| 15 Oct | Jasper Haddad | Approval submitted | Comments | 198.51.100.46 |
6 of 6 records
Document sharesClient activities · CA-38830
LoginOccurred at21 Oct
Client userNolan Okeke
From IP192.0.2.14
Process
Keep documents, decisions and follow-up together
Share to decision ships ready to use. One step needs a named approval before the work moves on: Approve request (Portal Manager).
Drag a card to another stage, or focus it and use the arrow keys. It updates to match the stage.
-
Set up portal
Prepare the approved brand and project scope.
Approve East Hall concept planAR-60815Set up portal -
Invite client
Give each verified client the access they need.
Approve East Hall concept planAR-60815Invite client -
Share document
Publish protected work to its intended audience.
Approve East Hall concept planAR-60815Share document -
Approve request
Capture the named approver’s decision and evidence.
Approve East Hall concept planAR-60815 · Portal ManagerApprove requestBy Portal ManagerApprovalGive the named client approver the documents and context needed to make a clear decision. -
Follow up
See unresolved decisions and relevant client activity.
Approve East Hall concept planAR-60815Follow up
Inside a record
Connect client feedback to the source of the work
Open any approval request to see its comments, the roles that work on it, its process stages and its approvals on one page.
- 1Record details
Portal project, Requested at and Expires at.
- 2Comments
Each line is linked to this approval request.
- 3Who works on it
Portal Manager, Project Manager and Account Manager, each with their own permissions.
- 4Process stages
Brand and site setup and Project exposure, with the role that acts.
- 5Approvals
Approve request, with who decides.
My Pending Approvals (Client)Approve East Hall concept plan×
Client Collaboration Portal · Approval requests
Log activity
Approve East Hall concept plan
Atrium lighting upgrade · Deliverable
1
Record details
Portal projectAtrium lighting upgrade
Requested at15 Oct
Expires at24 Oct
2
Comments
Approve East Hall concept plan
| Posted at | Parent type | Portal project |
|---|---|---|
| Document share | Reception desk redesign | |
| Approval request | Atrium lighting upgrade | |
| Status update | Atrium lighting upgrade |
- Comments
- 6
3
Who works on it
- Portal ManagerCRUD on client users, portal user access, portal projects (add…
- Project ManagerCRUD on document shares, approval requests, status updates,…
- Account ManagerRead on client users, client activities, document downloads…
4
Process stages
- Brand and site setupPortal Manager
- Project exposurePortal Manager
5
Approvals
- Approve requestPortal ManagerApproved
Approvals
Get the right client decision on record
OverviewApprovals×
Client Collaboration Portal · Overview
Approvals
Signed in as Portal Manager
Waiting for you
4 To review1 Overdue2 Decided todayOnly mine
0 selectedApproveReturn
- AR-60815Approve East Hall concept planDeliverable1dActions
- AR-35993Sign off atrium lighting samplesChange order1dActions
- AR-67848Confirm courtyard paving choiceInvoice4dActions
- AR-63277Approve lobby ramp detailMilestone3dActions
Who approves what
| Decision | Approver | |
|---|---|---|
| Approve requestCapture the named approver’s decision and evidence. | Portal Manager | |
| Approve brand changes that affect a live portal site | Admin |
2 approval rules · set per role in Proto
Roles
A workspace for each role
Everyone opens Client Collaboration Portal to the work that is theirs. Pick a role to see what it starts with.
Admin
Systems administrator. Owns portal sites, brand themes, email templates, OAuth / SSO configuration, and integration health. Not the day-to-day portal operator.
- Full CRUD on all tables
- Manage RBAC and role assignments
- Configure portal sites, brand themes, and email templates
- Configure inbound feeds from Project Management, Project Billing, and the source document store, plus the OAuth / SSO providers per portal site
- Approve brand changes that affect a live portal site
Portal Manager
Owns the client users list and access grants for one or more portal sites. The day-to-day operator of the external user lifecycle — invitations, role changes, suspensions, access reviews.
This is the first screen this role sees.
OverviewPublication Schedule×
Publication Schedule
Document shares · Portal Manager
| Share number | Document name | Portal project | Publish start | Publish end | Status | |
|---|---|---|---|---|---|---|
| DS-88771 | East Hall concept plan.pdf | Building handover phase | 25 Oct | 30 Oct | Draft | |
| DS-74923 | Atrium lighting schedule.xlsx | Reception desk redesign | 18 Oct | 20 Oct | Published | |
| DS-77924 | Courtyard materials board.pdf | Lobby accessibility works | 25 Oct | 01 Nov | Draft | |
| DS-87201 | Lobby accessibility review.pdf | Courtyard landscape refresh | 01 Nov | 06 Nov | Published | |
| DS-55504 | Level two floor plan.pdf | South wing signage | 02 Nov | 11 Nov | Draft |
6 of 6 records
Project Manager
Internal Project owner. Publishes document shares, approval requests, and status updates for own projects; reads client user engagement on own projects.
This is the first screen this role sees.
OverviewPublication Schedule×
Publication Schedule
Document shares · Project Manager
| Share number | Document name | Portal project | Publish start | Publish end | Status | |
|---|---|---|---|---|---|---|
| DS-88771 | East Hall concept plan.pdf | Building handover phase | 25 Oct | 30 Oct | Draft | |
| DS-74923 | Atrium lighting schedule.xlsx | Reception desk redesign | 18 Oct | 20 Oct | Published | |
| DS-77924 | Courtyard materials board.pdf | Lobby accessibility works | 25 Oct | 01 Nov | Draft | |
| DS-87201 | Lobby accessibility review.pdf | Courtyard landscape refresh | 01 Nov | 06 Nov | Published | |
| DS-55504 | Level two floor plan.pdf | South wing signage | 02 Nov | 11 Nov | Draft |
6 of 6 records
Account Manager
Customer-success operator. Watches client engagement across an account portfolio, follows up on inactive clients, escalates disengagement risk to Project Managers and Portal Manager.
This is the first screen this role sees.
OverviewRecent Document Downloads (Internal)×
Recent Document Downloads (Internal)
Document downloads · Account Manager
| Document share | Client user | Downloaded at | Acknowledged | |
|---|---|---|---|---|
| Lobby accessibility review.pdf | Leila Watanabe | 19 Oct | ||
| Lobby accessibility review.pdf | Camila Duarte | 15 Oct | ||
| Final handover checklist.pdf | Ezra Ndlovu | 18 Oct | ||
| Lobby accessibility review.pdf | Ezra Ndlovu | 28 Sep | ||
| Lobby accessibility review.pdf | Avery Shah | 03 Oct |
6 of 6 records
Internal Collaborator
Limited internal contributor — a designer, engineer, analyst, or specialist who needs to participate in client conversations on own projects but not publish artifacts.
This is the first screen this role sees.
OverviewOpen Comment Threads (Internal)×
Open Comment Threads (Internal)
Comments · Internal Collaborator
| Posted at | Parent type | Portal project | Author client user | Author internal user | |
|---|---|---|---|---|---|
| Document share | Reception desk redesign | Nolan Okeke | Tessa Moreno | ||
| Approval request | Atrium lighting upgrade | Nolan Okeke | Arun Sethi | ||
| Status update | Atrium lighting upgrade | Leila Watanabe | Dalia Brooks | ||
| Document share | Courtyard landscape refresh | Jasper Haddad | Kenji Rahman | ||
| Approval request | Lobby accessibility works | Leila Watanabe | Nora Castillo |
6 of 6 records
Client User — Approver
External client user with approval authority. Acts on approval requests routed to self; reads own portal content; participates in comment threads.
This is the first screen this role sees.
OverviewPortal Home (Client)×
Portal Home (Client)
Activity feed · Client User — Approver
| Occurred at | Entry type | Subject | Related table | |
|---|---|---|---|---|
| 29 Jul | Document published | Atrium lighting plan shared | Document shares | |
| 26 Jul | Status update published | Client approved courtyard materials | Approval requests | |
| 30 Jul | Approval requested | East Hall schedule updated | Status updates | |
| 15 Sep | Approval decided | Lobby review comments added | Portal projects | |
| 09 Aug | Comment posted | Level two drawings revised | Comments |
6 of 6 records
Client User — Collaborator
External client user with comment + read access. Same scope as Viewer but can post Comments and comment replies.
This is the first screen this role sees.
OverviewPortal Home (Client)×
Portal Home (Client)
Activity feed · Client User — Collaborator
| Occurred at | Entry type | Subject | Related table | |
|---|---|---|---|---|
| 29 Jul | Document published | Atrium lighting plan shared | Document shares | |
| 26 Jul | Status update published | Client approved courtyard materials | Approval requests | |
| 30 Jul | Approval requested | East Hall schedule updated | Status updates | |
| 15 Sep | Approval decided | Lobby review comments added | Portal projects | |
| 09 Aug | Comment posted | Level two drawings revised | Comments |
6 of 6 records
Client User — Viewer
External client user with read-only access. The default tier for client stakeholders who need visibility but no contribution rights.
This is the first screen this role sees.
OverviewPortal Home (Client)×
Portal Home (Client)
Activity feed · Client User — Viewer
| Occurred at | Entry type | Subject | Related table | |
|---|---|---|---|---|
| 29 Jul | Document published | Atrium lighting plan shared | Document shares | |
| 26 Jul | Status update published | Client approved courtyard materials | Approval requests | |
| 30 Jul | Approval requested | East Hall schedule updated | Status updates | |
| 15 Sep | Approval decided | Lobby review comments added | Portal projects | |
| 09 Aug | Comment posted | Level two drawings revised | Comments |
6 of 6 records
Reports
See where clients need a follow-up
Review client engagement, approval turnaround and delivery outcomes.
Overview×
Client Collaboration Portal · Overview
Client Collaboration Portal dashboard
This quarter
Document shares in view
6Draft
3Published
3Approval requests by status
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| Pending | 37 | ||
| Approved | 10 | 27% | |
| Rejected | 2 | 20% | |
| Requested changes | 1 | 50% |
Number of approval requests by status
Sample counts per stage
- 01Client Engagement Summary
Per Account × portal site × client user: 30-day login count, document downloads, approvals submitted, comments posted. Drills from Account into client user into the per-event client activities grain. The Account Manager's daily landing report.
- 02Approval Cycle Time
Per approval request type (Deliverable, change order, Invoice, Milestone): mean and p90 hours from requested at to decided at, broken down by portal project and requested from client. Surfaces slow approvers and slow approval categories.
- 03Document Acknowledgment Rate
Per requires acknowledgment document share in the trailing 90 days: recipients, downloaded count, acknowledged count, percent acknowledged. Surfaces shares not landing with the right audience.
- 04Inactive Client Users
Per Account × client user: Last login at, days since login, client role, assigned Account Manager. The list driving the monthly re-engagement campaign.
- 05Portal Adoption Funnel
Per portal site: total invited, activated, active-30-day, active-7-day, with invite-to-activate and activate-to-engaged conversion rates. The Portal Manager's adoption KPI.
- 06Approvals Decision Audit
Every approval decision in the period with approval request, Type, client user, Decision, signed at, from IP, and the source-record callback status. The auditable decision register.
- 07Branded Email Send Volume
Per email template per portal site per week: sends, opens (via digest open magic links redemption), bounces (via integration callback). Surfaces template fatigue and deliverability issues.
- 08Comment Thread Activity
Per portal project in the trailing 30 days: open threads, replies, client user participants, internal participants, mean time-to-first-reply. Surfaces stalled threads and disengaged projects.
Who it's for
Built around the way your team works
See how Client Collaboration Portal fits your kind of team.
Consulting teams
Keep advisory deliverables, client feedback and project decisions in an accountable shared space.
Creative and digital agencies
Give clients a consistent place to review project work and respond to the people delivering it.
Implementation partners
Coordinate customer checkpoints across implementation projects with explicit access and decision ownership.
Controls
Keep decisions and access accountable
Each stage of share to decision names the role that acts and the status it records, so a change is never anonymous.
OverviewShare to decision×
Client Collaboration Portal · Process
Share to decision
Each stage, the role that acts and the status it records
Process stages
13Approval steps
1Roles involved
6Tables touched
16Client user invitation
Portal Manager, Client User — Approver, Client User — ViewerStatusInvited → Active
RecordsPortal user access, Email templates, Portal projects
Decision callback to sourceApproval
Project Manager, Account Manager, Client User — ApproverStatusPending → Approved
RecordsApproval decisions, Approval requests, Comments
Client lifecycle and deactivation
Portal ManagerStatusActive → Suspended
RecordsPortal user access, Approval decisions, Approval requests
- StartApproval requestsBrand and site setupPortal Manager
- StepPortal user accessClient user invitationInvited → Active
- ApprovalApproval decisionsApproval request routingProject Manager, Client User — Approver
- ApprovalApproval decisionsDecision callback to sourcePending → Approved
- StepPortal user accessClient lifecycle and deactivationActive → Suspended
AI agent
Configure your workflow with Proto
Use Proto to configure a scoped client collaboration experience.
It can
- Portal Manager’s assistant: Prepare invitations and access-review lists for the intended projects.
- Project Manager’s assistant: Prepare a document share or approval request with its source and audience.
- Account Manager’s assistant: Summarize permitted engagement signals and unresolved client follow-ups.
Stays with a person
- Proto cannot impersonate a client, decide a request on their behalf, disclose private source files or claim a callback succeeded without its receipt.
- Branding does not establish identity, authorization or regulatory certification.
List pending approvals addressed to clients on my projects.
Prepare a publication request for this protected document and show its intended audience.
Proto cannot impersonate a client, decide a request on their behalf, disclose private source files or claim a callback succeeded without its receipt.
Data model
Your data, in tables you can change
Every record lives in a table you can see, extend and export. Add fields or whole tables in Proto.
Browse all 17 tables17tables
- Portal branding and access7
- Project documents5
- Client decisions5
- Project updates5
- Conversations5
- Engagement and audit5
Implementation
Roll out one team at a time
Start with one team and one process, then add the rest once the basics are running.
Agree audiences
Identify portal owners, permitted projects, client roles and the required decision makers.
Configure connections
Set up approved identity, document-storage and source callback mappings without publishing private URLs.
Verify collaboration
Exercise invitation, protected download, explicit acknowledgment, requested changes and callback reconciliation with scoped test users.
Invite clients
Review branding and notification content, then activate the approved audience and monitor failed deliveries.
Pricing
$0per user
The base account and everyday work in the ERP.AI app are free, for every user.
- No per-user or per-seat fees
- Viewing, editing, approving and exporting records in the app is free
- Pay only for machine work: API calls, imports, workflows and AI agents
- Prepaid credits from $5. Purchased credits never expire
Machine work rate card Included per $1 of credit
| Usage | Per $1 |
|---|---|
| Record reads (list, filter, get) | 20,000 |
| Search or aggregate queries | 4,000 |
| Record writes | 4,000 |
| Imported or synced records | 200,000 |
| Workflow runs | 2,000 |
| AI agent runs | 2,000 |
| Scheduled jobs or webhooks | 20,000 |
| File uploads (MB) | 2,000 |
| CSV or PDF exports | 100 |
How do I get started?
Click Get started, then use Proto to configure Client Collaboration Portal for your business. Start with one portal, its projects and verified client contacts.
Can each client see only their projects?
Yes. Access requires an active user, active portal and project, and an explicit project grant. APIs, downloads and notifications apply the same boundaries.
Can viewers approve a request?
No. Only the named active approver with project approval access can decide the current unexpired request.
Does opening an email link approve work?
No. The link opens an authenticated confirmation flow. A decision needs an explicit action on the current request revision.
Where are documents stored?
The source document store retains the file. The portal authorizes a protected download after checking the current audience.
What happens when a client asks for changes?
Keep the requested changes decision and its evidence. The project manager prepares a new request revision for another review.
Does a client decision immediately update billing?
The portal records the decision first and tracks the source callback separately. Failed or unknown outcomes require reconciliation before the source update is confirmed.
Can a former client user reuse an old link?
Suspension or deactivation removes effective access and revokes applicable outstanding links and project grants.
Can I customize the brand?
Configure approved brand themes, portal sites and email templates. Custom domains and identity providers need the corresponding configured platform support.
Set up Client Collaboration Portal your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.