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- Client Collaboration Portal
- Who it's for
- Consulting teams
Consulting teams
Keep advisory deliverables, client feedback and project decisions in an accountable shared space. Internal planning and billing remain in their source systems. The portal owns the customer-facing publish and decision records.
How Client Collaboration Portal is set up for you
Documents
Publish approved source documents with a project audience and a clear acknowledgment requirement.
Decisions
Route a deliverable or scope decision to the named client approver and preserve the request revision.
Context
Use project updates and comments to explain the work while keeping internal financial and personnel information out of the client view.
Features to start with
Project updates
Share a consistent project update with exactly the audience that should receive it.
Portal branding and access
Create a recognizable client workspace with explicit access to each shared project.
Project documents
Publish the right version of a document and see whether its intended recipients have acknowledged it.
Roles on the team
- Project Manager
- Internal Project owner. Publishes document shares, approval requests, and status updates for own projects; reads client user engagement on own projects.
- 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.
- Client User — Approver
- External client user with approval authority. Acts on approval requests routed to self; reads own portal content; participates in comment threads.
Set up Client Collaboration Portal your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.