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ERP.AI Client Collaboration Portal

Client Collaboration Portal

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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

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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

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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

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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

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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.
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Client Collaboration Portal References
Integrations4 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

Integrations

Connect protected documents, project context and acknowledged decisions.

Client Collaboration...Shared data, controlled access Source applicationsProject deliveryout Document storagein and out Billingin and out Identity andcommunicationsIdentity providerin and out Email providerNotificationDeliveries ↕ Your agent
  • Source applications
    • Project deliveryout
    • Document storagein and out
    • Billingin and out
  • Identity and communications
    • Identity providerin and out
    • Email providerNotificationDeliveries · in and out
  • Agents
    • Your agentWorks within the permissions you assign

Source applications

  • Project delivery. Resolve authorized project identity and publish permitted status context.
  • Document storage. Keep FileURL protected and authorize each download against the current portal audience.
  • Billing. Share invoice documents and return explicit client decisions; the billing system owns financial state.
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 →

Identity and communications

  • Identity provider. Bind verified principals through configured login or SSO.
  • Email provider. Retain NotificationDeliveries receipts and reconcile bounces without treating opens as consent.

How connections are governed

service accounts, audit, pausing

Use allowlisted source types and configured callback endpoints. Pin external skill and integration revisions. Preserve idempotency keys across retries and distinguish provider acknowledgment from business completion. Unknown source outcomes require reconciliation; access and audience checks apply to every outbound recipient and callback.

The API is one more client of the same interface. Agent reference →

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