Skip to main content Enter
ERP.AI Client Collaboration Portal

Client Collaboration Portal

Start now
Pricing Frequently asked questions Get started
Build with Proto

Modules

Portal branding and accessCreate a recognizable client workspace with explicit access to each shared project. Project documentsPublish the right version of a document and see whether its intended recipients have acknowledged it. Client decisionsAsk a named client approver for a decision with the relevant evidence and a traceable outcome.
Project updatesShare a consistent project update with exactly the audience that should receive it. ConversationsKeep feedback attached to the document, request or update the conversation is about. Engagement and auditFind stalled approvals and inactive client accounts while preserving a useful decision trail.

Client Collaboration Portal

Start now
Pricing Frequently asked questions Get started
Build with Proto

Processes

Portal setup to client accessGive clients a branded entry point and the specific project access their work requires. Document publishing to acknowledgmentMake a protected project document available to the intended client audience and record explicit acknowledgment.
Approval request to source updateCapture the named client’s decision and reconcile the result with the originating application. Project update to client follow-upKeep project communications relevant and follow up using permitted engagement evidence.

Client Collaboration Portal

Start now
Pricing Frequently asked questions Get started
Build with Proto

Industries

Consulting teamsKeep advisory deliverables, client feedback and project decisions in an accountable shared space. Creative and digital agenciesGive clients a consistent place to review project work and respond to the people delivering it.
Implementation partnersCoordinate customer checkpoints across implementation projects with explicit access and decision ownership.

Client Collaboration Portal

Start now
Pricing Frequently asked questions Get started
Build with Proto

Reference

Roles and permissionsSeparate portal administration, publishing, client decisions and read-only access. Reports and analyticsReview client engagement, approval turnaround and delivery outcomes. Data modelThe canonical records behind published client collaboration.
IntegrationsConnect protected documents, project context and acknowledged decisions. ImplementationConfigure identity, audiences and decision evidence before inviting clients. Agent referenceUse Proto to configure a scoped client collaboration experience.

Client Collaboration Portal

Start now
Pricing Frequently asked questions Get started
Build with Proto
All systems
Modules
Portal branding and accessCreate a recognizable client workspace with explicit access to each shared project.Project documentsPublish the right version of a document and see whether its intended recipients have acknowledged it.Client decisionsAsk a named client approver for a decision with the relevant evidence and a traceable outcome.Project updatesShare a consistent project update with exactly the audience that should receive it.ConversationsKeep feedback attached to the document, request or update the conversation is about.Engagement and auditFind stalled approvals and inactive client accounts while preserving a useful decision trail.
Processes
Portal setup to client accessGive clients a branded entry point and the specific project access their work requires.Document publishing to acknowledgmentMake a protected project document available to the intended client audience and record explicit acknowledgment.Approval request to source updateCapture the named client’s decision and reconcile the result with the originating application.Project update to client follow-upKeep project communications relevant and follow up using permitted engagement evidence.
Industries
Consulting teamsKeep advisory deliverables, client feedback and project decisions in an accountable shared space.Creative and digital agenciesGive clients a consistent place to review project work and respond to the people delivering it.Implementation partnersCoordinate customer checkpoints across implementation projects with explicit access and decision ownership.
Reference
Roles and permissionsSeparate portal administration, publishing, client decisions and read-only access.Reports and analyticsReview client engagement, approval turnaround and delivery outcomes.Data modelThe canonical records behind published client collaboration.IntegrationsConnect protected documents, project context and acknowledged decisions.ImplementationConfigure identity, audiences and decision evidence before inviting clients.Agent referenceUse Proto to configure a scoped client collaboration experience.
Sign in
Sign in Start now
Client Collaboration Portal References
Agent reference6 of 6
  • Roles and permissions1 of 6
  • Reports and analytics2 of 6
  • Data model3 of 6
  • Integrations4 of 6
  • Implementation5 of 6
  • Agent reference6 of 6

Agent reference

Use Proto to configure a scoped client collaboration experience.

Teaching Proto

curl -s erp.ai/skill.md

Use Proto through the Download agent action. The command above is machine-readable reference material. Open this system’s canonical app skill from the same registry revision.

Agent setup guideRoles and permissions
# Example work after configuration $ curl -s erp.ai/skill.md | paste into your agent › List pending approvals addressed to clients on my projects. › Prepare a publication request for this protected document and show its intended audience.

What an agent typically does

Portal Manager’s assistant

Prepare invitations and access-review lists for the intended projects.

acts as Portal Manager

Publication ScheduleDocumentShares
StatusDraftPublished
12 Sep06 Oct PP-5295 DS-88771, 19 Sep to 24 Sep, Draft PP-1230 DS-74923, 12 Sep to 14 Sep, Published PP-2096 DS-77924, 19 Sep to 26 Sep, Draft PP-4835 DS-87201, 26 Sep to 01 Oct, Published PP-9859 DS-55504, 27 Sep to 06 Oct, Draft PP-1752 DS-46741, 15 Sep to 23 Sep, Published DS-88771DS-74923DS-77924DS-87201DS-55504DS-46741 today · 17 Sep
  • PP-5295: DS-88771, 19 Sep to 24 Sep, Draft
  • PP-1230: DS-74923, 12 Sep to 14 Sep, Published
  • PP-2096: DS-77924, 19 Sep to 26 Sep, Draft
  • PP-4835: DS-87201, 26 Sep to 01 Oct, Published
  • PP-9859: DS-55504, 27 Sep to 06 Oct, Draft
  • PP-1752: DS-46741, 15 Sep to 23 Sep, Published
Project Manager’s assistant

Prepare a document share or approval request with its source and audience.

acts as Project Manager

Publication ScheduleDocumentShares
StatusDraftPublished
12 Sep06 Oct PP-5295 DS-88771, 19 Sep to 24 Sep, Draft PP-1230 DS-74923, 12 Sep to 14 Sep, Published PP-2096 DS-77924, 19 Sep to 26 Sep, Draft PP-4835 DS-87201, 26 Sep to 01 Oct, Published PP-9859 DS-55504, 27 Sep to 06 Oct, Draft PP-1752 DS-46741, 15 Sep to 23 Sep, Published DS-88771DS-74923DS-77924DS-87201DS-55504DS-46741 today · 17 Sep
  • PP-5295: DS-88771, 19 Sep to 24 Sep, Draft
  • PP-1230: DS-74923, 12 Sep to 14 Sep, Published
  • PP-2096: DS-77924, 19 Sep to 26 Sep, Draft
  • PP-4835: DS-87201, 26 Sep to 01 Oct, Published
  • PP-9859: DS-55504, 27 Sep to 06 Oct, Draft
  • PP-1752: DS-46741, 15 Sep to 23 Sep, Published
Account Manager’s assistant

Summarize permitted engagement signals and unresolved client follow-ups.

acts as Account Manager

Recent Document Downloads (Internal)DocumentDownloads
You or DocumentShare.PortalProject IN (own projects); DownloadedAt >= today − 30 days
  1. DD-15583DS-8186413 Sep
  2. DD-67126DS-8100209 Sep
  3. DD-89982DS-8063612 Sep
  4. DD-16291DS-2644923 Aug
  5. DD-71654DS-2881428 Aug

What it cannot do alone

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.

Metering

AI model usage and workflow execution follow the published ERP.AI usage rates. Review the proposed changes and permissions before applying them.

Pricing →

ERP•AI workspace

Start now Client Collaboration Portal

Create your ERP.AI account and get started with Proto.

Start now Download agent
Previous · reference 5 of 6ImplementationNext · StartPricing

Customize Client Collaboration Portal. With Proto, your desktop AI agent.

Ask Proto to help you customize Client Collaboration Portal.

Customize
Client Collaboration Portal.
Ask: “Adapt Portal branding and access.”
ProtoYour desktop AI agent
Download nowFree install · ~1 GB · AI usage extra
macOSWindowsLinux

Bring your first idea to Proto.

Keep this page open while you install Proto. Connect your account and model, then paste this into a new chat.

AI usage is paid separately. You can edit the prompt before copying.

ERP.AI

Business apps and the Proto desktop agent.

  • Business Apps
  • Proto
  • Workflows
  • Headless SaaS
  • Enterprise
  • Pricing
  • Contact
  • Terms of Service
  • Privacy Policy
  • Cookie Policy
© 2026 ERP•AI. All rights reserved.
System status

Your Privacy, Your Choice

We use essential cookies to run the site and optional cookies for features, analytics, and relevant content. See Cookie policy

Manage Your Cookie Preferences

We use cookies to enhance your experience, analyze site traffic, and serve relevant content. By clicking "Accept All," you agree to our use of cookies. You can customize your preferences at any time.

Learn more about how we use cookies

These cookies are required for the website to function properly. They ensure security, enable basic features like page navigation, and store user session data. You cannot disable these cookies.

These cookies enable additional features that enhance your experience, such as live chat, video playback, personalized content recommendations, and remembering user preferences.

These cookies help us understand how visitors interact with our site by collecting anonymous usage data. This allows us to measure performance, detect issues, and continuously improve the user experience.

These cookies allow us and advertising partners, including X, to deliver ads tailored to your interests. They track browsing habits across sites to provide relevant advertising and measure ad effectiveness.