Keep clients, work and decisions together.
A shared place for project work, versions, client feedback and clear approvals. Keep every decision with the work it belongs to.
Client project portal
Open the sample app, try a useful task and see how the records and reporting respond.
Try the appStart here
Review the current launch presentation, then approve that release.
Client project portal•••
OverviewShared workReviews
Awaiting review2Shared releases4
Launch presentation · v2Cedar HouseAwaiting review
Brand guidelines · v1NorthbankApproved
Website concepts · v3HarbourAwaiting review
Monthly summary · v1WestfieldApproved
Make it easy to find the current work and know which version was approved.
Keep feedback and decisions with the version they belong to. The shared overview reflects the current approval.
Make it work your way.
- Organize work around your clients and projects.
- Define the information and files each client sees.
- Adapt review stages and decision records.