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- Client Collaboration Portal
- Get started
Get Client Collaboration Portal running in four steps.
Set up a client collaboration portal using Proto.
Create your account
Click Start now and create your ERP.AI account.
Start nowDownload Proto
Proto is the desktop app you use to set up Client Collaboration Portal. It runs on macOS, Windows and Linux.
Download ProtoMake it yours
Open Client Collaboration Portal in Proto and adjust fields, steps, roles and approvals to match how your team works.
Implementation planBring your data and team
Import your records, then invite your team and assign their roles.
See the roles
Start with Proto
Click Get started, then use Download agent to configure Client Collaboration Portal in your ERP.AI workspace.
Prepare the first project
Bring the portal brand, verified client contacts, project ownership, permitted source documents and intended approval routes.
Invite the right people
Test Viewer, Collaborator and Approver access, including direct downloads, revoked links and a complete decision callback, before inviting the wider client group.
Set up Client Collaboration Portal your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.