What can a client actually see when they open the portal?

Client portal

Everything that involves them, and nothing that doesn't. The portal is the single place your client goes to move work forward:

  • Proposals to review and accept

  • Contracts to read and sign

  • Invoices to view and pay

  • Project status so they always know where things stand

They never see your other clients, your internal margins, or your time entries. It's their view of their engagement, kept deliberately simple.