A client view of their work, without giving them a seat
A branded client portal: clients see progress and approve work, without a seat.
- No seat consumed
- Your branding, not ours
- Handoff with a certificate
Approvals & handoffs
Weekly report · draft
Completed: payments handoff and auth migration. Next: portal QA. Risk: design sign-off is blocking one item.
Awaiting your approval Approve
- / seats consumed by client access
- 0
- / faster client sign-off and handoff
- 3.2×
- / less status-call load
- 50%
From client record to signed-off handoff
So every approval has an answer you can point at.
- 01
Create the client record
Link projects, contacts, and commercial detail so you can answer how the account is doing, not just the project.
- 02
Give them visibility
A portal, a status link, or an external member seat — three levels depending on how much access is appropriate.
- 03
Report on cadence
The AI client reporter drafts a weekly status from real activity, for you to review before it goes.
- 04
Close it out
Handoff packages the deliverables, captures confirmation, and issues a certificate.
Three ways to let a client see progress
Portal, status link or external member.
- 01
Client portal
Read-only view of their projects, progress, updates, and approvals.
- 02
Client records
Projects, contacts, and commercial detail for one customer in one place.
- 03
White-label branding
Your name, colour, and logo across every surface a client sees.
- 04
Handoff
Package deliverables, get confirmation, issue a certificate.
- 05
Invoicing
Client invoice reporting built from tracked billable time.
- 06
Shared notes
Notes and decisions shared outside the workspace when they should be.
Access, matched to the situation
Three levels of access, not one shared login.
- PortalClient portal
- A persistent read-only view of their projects. Does not consume a workspace seat.
- Status linkClient portal
- A lighter share for when a client needs to see progress without an account at all.
- External memberClients
- For a client who genuinely needs to participate, scoped to specific projects.
- BrandingWhite-label branding
- Replaces Worksynk's name, colour, and logo with yours everywhere clients look.
- Handoff certificateHandoff
- A record that the client confirmed receipt, rather than a remembered conversation.
The modules behind this page.
Worksynk ships as modules a workspace owner switches on under Settings → Modules. Most are off by default even when your plan covers them; pricing shows what each plan includes.
- Clients01Client directoryClient records, what they can see, and how work gets handed over.Read the guide ↗ for Client directory (opens the docs)
- Clients02Client portalA client-facing view of their work, without giving them a seat.Read the guide ↗ for Client portal (opens the docs)
- Clients03Client handoffPackage deliverables, get confirmation, issue a certificate.Read the guide ↗ for Client handoff (opens the docs)
- Clients04AI Client ReporterWeekly client status reports drafted from real activity.Read the guide ↗ for AI Client Reporter (opens the docs)
- Clients05White-label brandingYour brand instead of Worksynk's, everywhere clients look.Read the guide ↗ for White-label branding (opens the docs)
- Security and administration06Custom SMTPSend workspace email through your own mail server.Read the guide ↗ for Custom SMTP (opens the docs)
Common questions
What is a client portal?
A client portal is a private space where a client sees the work being done for them, such as progress, updates and items waiting for approval, without access to your internal tools. In Worksynk it is a read-only view under your branding.
Does a client in the portal use up a seat?
No. The portal is a client-facing read-only view specifically so you can give visibility without consuming a workspace seat.
What is the difference between the portal and a status link?
The portal is a persistent view of their projects with updates and approvals. A status link is lighter, for when a client just needs to see progress. An external member seat is the third option, for clients who need to participate directly.
Can it look like our studio rather than Worksynk?
Yes, with white-label branding — your name, colour, and logo replace ours across the surfaces your team and clients see.
How do we prove a client signed off?
Handoff packages the deliverables, captures the client's confirmation, and issues a certificate — so sign-off is a record rather than a recollection.
Our clients actually log into the portal now. That alone cut our status-call load by half.
Where to go next.
- PlatformIntegrationsLink repositories so commits and pull requests sit with the work they reference, schedule calls against a project, and push signed events to your own systems.Explore
- PlatformTime & BudgetsTimers, budgets that warn early, and margin from real hours.Explore
- SolutionsExecutivesEvery project on one row, with a confidence score that shows the trend.Explore
/ Get started
Stop finding out about risk in the retro.
Score every project and catch scope creep early, without another status meeting.
- Free, full platform
- 90 days
- Nothing up front
- No card
- Guided walkthrough
- 20 min