Client Portals
Branded read-only portals that share project status with your clients.
Client portals are read-only views your clients get into their project status. Every plan includes unlimited portals.
What a client sees
When a client signs in to their portal, they see:
- Project status - current phase, percent complete, upcoming milestones
- Invoices - paid and outstanding (if your firm enabled this in Data Visibility)
- Satisfaction Pulse - a quick rating tool to send you feedback
- Documents shared with them - coming soon
Clients cannot see other clients' data, your firm's financial details, or anything you have not explicitly enabled in Data Visibility.
Where to configure
Portal defaults live at Settings > Client Portals:
- Default template - Owner / Developer, Architect, Engineer, or Contractor. Each template highlights the fields that client type cares about most.
- Satisfaction frequency - Weekly / Bi-weekly / Monthly / Disabled.
- Show invoices - toggle the invoice section on or off firm-wide.
These are defaults. You can override them per-client when you share portal access.
View as client
Before sharing a portal link, click View as client in Settings > Client Portals to see exactly what they will see.
Sharing portal access
Each client has their own portal URL. Share it directly with the client contacts who should have access. When they visit, they create their own account using their work email.
A client sees data scoped to their company only. They never see other clients' projects, your firm's financials, or your internal team notes.
Satisfaction Pulse
A five-button rating tool inside the portal: very dissatisfied to very satisfied. One click, no form. Submissions feed the Client Satisfaction widget on your dashboard with per-client averages, trend arrows, and recent comments.
Revoking access
Clients manage their own session. To revoke a contact's access, remove their email from the client's contact list in your PSA or change their company in your PSA records. ProLens re-checks the client to company mapping on every portal load.
Branding
Configure logo, accent color, custom domain, and welcome copy in Portal Branding.
Data visibility toggles take effect immediately across every active portal. Review your client agreements before enabling SENSITIVE fields.