Consulting teams

Keep advisory deliverables, client feedback and project decisions in an accountable shared space.

Typical roles
Also built for

What changes for this team

configured at rollout

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.

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.

Share to decision for this team

  1. 01

    Set up portal

  2. 02

    Invite client

    Documents

  3. 03

    Share document

    Decisions

  4. 04

    Approve request

    Approval required

    Context

  5. 05

    Follow up

Same records, same gates. The configuration changes how the process runs for this team.

Workspace previews

My Project Documents (Client)DocumentShares
PortalProject IN (current user's PortalUserAccess)Published
Share NumberDocument NameCategoryPortal ProjectPublished At
DS-96451Document 896DeliverablePP-343305 Sep
DS-43860Document 501InvoicePP-232727 Sep
DS-34124Document 895ContractPP-356221 Sep
DS-11286Document 572ReportPP-885514 Sep
DS-38888Document 756ReferencePP-964108 Sep
DS-95682Document 373OtherPP-500520 Sep
Project documents →
Open Comment Threads (Internal)Comments
ActivePostedAt >= today − 14 days
Posted AtParent TypePortal ProjectAuthor Client UserAuthor Internal User
DocumentSharePP-2886GKAIU-378
ApprovalRequestPP-4603LRAIU-370
StatusUpdatePP-1143WZAIU-379
DocumentSharePP-5825NNAIU-639
ApprovalRequestPP-5299UDAIU-496
StatusUpdatePP-1444ECAIU-571
Conversations →
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

Typical roles

Roles and permissions
Project Manager

Internal Project owner. Publishes DocumentShares, ApprovalRequests, and StatusUpdates for own projects; reads ClientUser engagement on own projects.

Permissions
  • CRUD on DocumentShares, ApprovalRequests, StatusUpdates, and Comments where the PortalProject.Project is one this user owns or is assigned to in Project Management
  • Read on ClientUsers and ClientActivities scoped to own projects
  • Read on DocumentDownloads and ApprovalDecisions for 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.

Permissions
  • Read on ClientUsers, ClientActivities, DocumentDownloads, ApprovalRequests, ApprovalDecisions, StatusUpdates, and ActivityFeed for ClientUsers within owned accounts
  • Receive the client-activity-digest weekly email and the inactive-user-reminder cc
  • CRUD on Comments and CommentReplies on own-account threads
Client User — Approver

External client user with approval authority. Acts on ApprovalRequests routed to self; reads own portal content; participates in comment threads.

Permissions
  • Read on own PortalSite's exposed PortalProjects (via PortalUserAccess), DocumentShares, StatusUpdates, ApprovalRequests where RequestedFromClient = self, and ActivityFeed scoped to accessible projects
  • CRUD on ApprovalDecisions for own pending requests, Comments, CommentReplies, and DocumentDownloads (write on download)
  • View MagicLinks issued to self via the inbound URL handler only

Modules

Relevant reports

Reports and analytics

Client Engagement Summary

Per Account × PortalSite × ClientUser: 30-day login count, document downloads, approvals submitted, comments posted. Drills from Account into ClientUser into the per-event ClientActivities grain. The Account Manager's daily landing report.

Comment Thread Activity

Per PortalProject in the trailing 30 days: open threads, replies, ClientUser participants, internal participants, mean time-to-first-reply. Surfaces stalled threads and disengaged projects.

Inactive Client Users

Per Account × ClientUser: LastLoginAt, days since login, ClientRole, assigned Account Manager. The list driving the monthly re-engagement campaign.

Common questions

All questions
How do I get started?

Click Start now, then use Proto to configure Client Collaboration Portal for your business. Start with one portal, its projects and verified client contacts.

Related question
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.

Related question
Can viewers approve a request?

No. Only the named active approver with project approval access can decide the current unexpired request.

Related question
Where are documents stored?

The source document store retains the file. The portal authorizes a protected download after checking the current audience.

Related question
What happens when a client asks for changes?

Keep the RequestedChanges decision and its evidence. The project manager prepares a new request revision for another review.

Related question
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.

Related question
Can I customize the brand?

Configure approved BrandThemes, PortalSites and EmailTemplates. Custom domains and identity providers need the corresponding configured platform support.

Related question

Other industries

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