What a client sees
Deliverables
The work product of the engagement, where it stands, what has shipped.
Documents
The reports and artifacts you have shared, in one place instead of buried in email threads.
KPIs
The numbers that matter to this client, kept current from the same records you operate from.
Activity and messages
A feed of what has happened and a channel to reach you that does not get lost in their inbox.
Scoped by construction
The portal is a lens on the engagement record, consistent with one object, many lenses: the same object you operate on, restricted to what that client should see. There is no second copy of the truth to keep in sync, and no risk of one client’s view bleeding into another’s, because the scope is the engagement itself.Invitations
You invite a client contact to the portal from settings, tied to their engagement. Access is per-contact and revocable.The portal is the quiet retention engine of a fractional practice: a client who can see the work is a client who renews. It ships the proof without you producing it.