A client view of their work, without giving them a seat
The portal gives clients read-only visibility of progress, updates, and approvals — under your branding, and without consuming a workspace seat.
- No seat consumed
- Your branding, not ours
- Handoff with a certificate
From client record to signed-off handoff
So 'did the client actually approve this?' 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 — matched to how much they should see.
Client portal
Read-only view of their projects, progress, updates, and approvals.
Client records
Projects, contacts, and commercial detail for one customer in one place.
White-label branding
Your name, colour, and logo across every surface a client sees.
Handoff
Package deliverables, get confirmation, issue a certificate.
Invoicing
Client invoice reporting built from tracked billable time.
Shared notes
Notes and decisions shared outside the workspace when they should be.
Access, matched to the situation
Not every client needs the same level, so there are three distinct options rather than 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.
- Weekly reporterAI Client Reporter
- Drafted from real activity — work completed, what is next, and risks worth flagging.
- Budgets and marginBudgets
- Retainers, profitability, and what has not been invoiced yet.
Common questions
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.”
- 0
- seats consumed by client access
- 3.2×
- faster client sign-off and handoff
- 50%
- less status-call load
Stop finding out about risk
in the retro
Score every project, catch scope creep while it is still cheap, and give clients a seat at the table — without another status meeting.
- 90 days
- Free, full platform
- No card
- Nothing to enter up front
- 20 min
- Guided walkthrough on request