Changelog

What's new in Client Glance.

v1.0.0 See What Your Client Sees

Improvements

  • The portal editor puts the client view first. It shows your client's real dashboard and
  • Settings sit in 3 tabs: Features, Details and Look. Features show their main settings up
  • Moving a portal to a group or to another client lives in the editor's menu, away from
  • Long custom field lists get a search box and show the selected fields first.
  • The client password screen sits on a card, with a full-size button that no longer looks

Fixes

  • Opening a portal no longer shows unsaved changes or clears a metric's field before you
  • The group template editor no longer reports unsaved changes on open.
  • The note and links cards in the preview show what you type, not sample text.
v0.15.0 Clearer Portal Setup

Improvements

  • Portal creation and editing share a simpler setup flow, with clear feature settings,
  • Portal editors track the current section on desktop and mobile, with localized dates
  • Production and staging deployments require browser E2E, lint, typecheck and build checks.

Fixes

  • Feature settings render through Svelte snippets correctly during server rendering.
  • Saving retains edits made while a request is in flight.
  • Digest loading and other affected effects avoid repeated network requests.
  • Development errors stay out of production Sentry reporting.
v0.14.5 A Cleaner Weekly Report

Improvements

  • A cleaner weekly report - The scheduled email your clients get now opens with your agency's logo and a short note, then shows what's waiting on them, one clear progress bar and a chart of hours per week, all in one calm, consistent type style.

Fixes

  • Missing pages answer properly - A link to a page that doesn't exist now shows a "not found" page instead of sending visitors to the sign-in screen.
v0.14.3 Clear ClickUp Status

Improvements

  • Your logo in your clients' inboxes - Emails from Client Glance now show the Client Glance logo next to the sender in Yahoo, AOL, Fastmail and other inboxes that support it.

Fixes

  • A clear message when ClickUp has trouble - When ClickUp stops responding, your dashboard, settings and client list now say so and suggest trying again in a few minutes, and when access to ClickUp is lost they ask you to reconnect, instead of showing nothing.
v0.14.2 One Clicky Button

Improvements

  • One consistent button on pricing and subscribe - Every plan and checkout button now shares the same look and press, so picking a plan reads the same everywhere.
v0.14.1 The Portal in Your Client's Language

Improvements

  • The portal speaks your client's language everywhere - Every message the portal can show, from a refused upload to an unavailable portal, now reads in the language you set for that client instead of falling back to English.
  • Documents are easier to move through - The page list of a document now separates its sections, and each page opens under its own title, so a long document reads as a document rather than one flat list.

Fixes

  • A new request shows up straight away - Your client had to refresh the portal to see the request they had just sent.
  • Task statuses read in your client's language - A task's status showed its ClickUp name in English on the task panel.
v0.14.0 Reduced Motion and ClickUp Resilience

Features

  • Videos play inside the portal - A video attached to a ClickUp Doc now plays where it sits, instead of asking your client to download it first.
    Client portal
    Project Documents
    Updated October 9, 2026

    Project Overview

    This document outlines the scope, deliverables, and timeline for your project.

    Key Deliverables

    • Website Design & Development
    • Mobile App Integration
    • Content Management System

    Timeline

    Project duration: 12 weeks

Improvements

  • Motion now follows your system setting - Switching on "reduce motion" on your device stills every animation across the app and your portals, while loading spinners keep turning so you can still tell that work is in progress.
  • A client's chat channel is ready the moment their portal is - The channel used to be created on your client's first visit to Messages; it is now created when you save the portal, so it is in ClickUp straight away.
    Client portal
    Messages

    No messages yet

    Send the first message below

  • Document edits appear within a minute - Editing a ClickUp Doc could take up to five minutes to show on the portal, which read as the edit not having saved.

Fixes

  • The app keeps working when ClickUp cannot list your workspaces - Your dashboard, client list, settings and the portal wizard all failed together during a ClickUp outage; they now fall back to the workspaces you already use.
  • Message threads open again - Opening a thread, or posting a reply to one, failed on every portal.
  • Dates no longer read "January 1, 1970" - Some dates in the portal showed 1970 in place of the real date.
v0.13.0 Client File Exchange

Features

  • Files - Share files with your client in a Google Drive folder attached to their portal, and let them send theirs back. Downloads run through the portal, so your client never needs a Google account.
  • Choose where portal folders are created - Pick any folder in your Drive, including one in a Shared Drive, and new portal folders are created inside it.

Improvements

  • Clearer messages when a file cannot be added - Size, count and file type limits now read in your client's own language, and are checked before the upload starts rather than after it finishes.

Fixes

  • Time settings while creating a portal now match the editor - Top Tasks and timesheet grouping were previously only available once the portal already existed.
  • Status and field pickers now see lists inside subfolders - Picking a folder whose lists sit in subfolders offered nothing to choose from.
  • Disconnecting Google now clears the saved folder - Reconnecting with a different Google account left a folder saved that the new account could not open.
  • The timesheet breakdown updates when you change what it groups by - Switching the grouped-by field kept showing the previous field's numbers.
v0.12.2 Book a Demo

Features

  • Book a demo from the home page - The second button on the home page now opens a booking page for a call, in place of jumping to the how-it-works section. Setup on that call is free: we connect ClickUp and build your first portal with you. Available in English, French, and Spanish.

Fixes

  • The example portal shows recent activity again - The demo portal was built against fixed dates, so once those dates aged past the portal's last-4-weeks window, its time cards showed nothing. The example now always reads as current work.
v0.12.0 Programmatic SEO

Features

  • Six new guides on the blog - Covering ClickUp client portal templates, guest access compared to a client portal, client portals for marketing agencies, agency client reporting, structuring ClickUp for an agency, and what the free client portal options really cost you. Each is written in English, French, and Spanish, with its own illustration and a questions section search engines can read.

Improvements

  • Every page is now open to search engines - Your portals, the app, and the sign-in pages were all previously hidden from search results, and that block has been lifted across the site. Worth knowing: portal addresses can now turn up in search results. The password on each portal still controls who sees what is inside it.
v0.11.6 Restart Your Plan

Fixes

  • Restarting a paused plan works again - The Reactivate button failed every time with "Failed to start reactivation checkout". Restarting a plan now takes you straight to checkout at the right price.
  • Yearly Starter is priced correctly - The annual Starter option was still charging an amount set when Starter cost less per month. It now matches the price shown on the pricing page.
  • Sign-in codes last 15 minutes - Codes expired after 5 minutes, which was not long enough when a company mail server holds messages for review before delivering them. Codes now stay valid for 15 minutes.
  • Review notification emails are being sent again - The daily and weekly summaries of items waiting on your client were never actually going out.
v0.11.4 Reactivation Safety

Fixes

  • Restarting a plan can no longer charge you twice - After paying to reactivate, the billing page showed the old "subscription inactive" notice until the payment finished registering, which read as a failed payment. It now confirms the payment on its own, tells you when the plan is active, and refuses to open a second checkout for an account that is already paid.
v0.11.2 Marketing Site Reachable

Fixes

  • Signing in from the home page works again - Opening clientglance.com while signed out sent you straight to the login screen instead of the site, in every language. The site now opens normally and you can sign in from it.
v0.11.0 Signup Restructure

Features

  • A real sign-up page - Creating an account now happens on its own page, separate from logging in. You give your name, your company and your email once, and your account and workspace are both ready by the time you enter your code.
  • Your workspace address is picked for you - The subdomain is derived from your company name instead of being one more thing to decide during sign-up. You can still change it later in settings.

Improvements

  • See a finished portal before connecting ClickUp - A new account now lands on the dashboard with a link to a live example portal, so you can see what you are building before you connect your workspace.

Fixes

  • New accounts are no longer locked out of the app - Signing up put you behind a "Connect your ClickUp" wall that was only ever meant for agency clients being handed an existing account. Every self-serve sign-up hit it and could see nothing until they granted access. New accounts now reach the dashboard straight away.
  • Sign-up and portal creation are now measured - Both events were defined but never sent, so drop-off during sign-up was invisible in analytics.
v0.10.3 Reactivation & Org-Scoped Billing

Fixes

  • Reactivate your plan - The "Reactivate" button on the billing page now opens a secure Stripe checkout to restart a canceled plan instead of returning you to the home page, and it keeps your existing billing details so no duplicate account is created.
  • Client billing for agencies - When an agency manages a client's account, reactivate, manage, subscribe, and upgrade now all apply to that client, so every billing action lands on the right account.
v0.10.2 Reconnect Accuracy

Fixes

  • Reconnect prompts - The dashboard no longer shows a false "Reconnect needed" warning on portals whose time tracking is actually working.
v0.10.0 Portal Groups

Features

  • Portal groups - Templates and groups are now one concept: the group. Every portal belongs to a group, and each group carries shared settings (cards, statuses, theme, language) that update its portals live. A new default "General" group holds portals that are not in a named group, so the portal list is organized end to end.
  • Move portals between groups - A new "Move to group" action relocates a portal and shows exactly which settings will change before you confirm. Fields you customized on the portal stay yours after the move.
  • Safer group editing - Editing a group's settings now warns you how many portals update immediately, with a per-section preview of what changes. Deleting a group moves its portals to General without altering how they look to clients.
  • Public signup page - A dedicated /signup page joins the login flow for new accounts.

Improvements

  • Groups everywhere - The dashboard shows every portal under its group, group settings live in one editor, and the whole flow is available in English, French, and Spanish.
  • Login code deliverability - Sign-in code emails now include a plain-text version and the login screen nudges you to check spam and use your Google address when relevant, so codes arrive and get found more reliably.
v0.9.10 Localized Reports & Digests

Improvements

  • Reports and emails in the portal's language - Scheduled digest emails and the downloadable time-report PDF now read fully in each portal's language, and numbers and dates (thousands separators, month names) follow it too, so a French or Spanish portal is localized end to end.
v0.9.9 Multilingual Site

Features

  • A fully localized site - The marketing site, blog, and help center now have their own French and Spanish addresses (/fr, /es), each fully translated, so visitors read everything in their language. The feature, integration, industry, and partner pages are translated into French and Spanish too.

Improvements

  • Found in every language - Search engines now see each page's French and Spanish versions as separate, indexable addresses, with hreflang tags, clean canonical links, and per-language sitemap entries.
v0.9.8 Pro Trial for Everyone

Improvements

  • 14-day Pro trial for everyone - New accounts now start on a 14-day Pro trial with full access, replacing the limited free plan.
v0.9.7 Spanish Localization

Features

  • Spanish (Español) - The full app, client portals, marketing site, blog, and help center are now available in Spanish, alongside English and French. Set it per organization and per client portal.

Improvements

  • Single source for languages - Every language now lives in one registry, so adding or removing a language is one change and the type checker flags anything left untranslated.

Fixes

  • Self-serve signup - Fixed a case where creating an organization during onboarding could fail and leave the new account unlinked from its workspace.
v0.9.6 Smart Requests

Features

  • Smart request titles - Clients now just describe what they need and a clear, tidy title is written for them automatically, so every request reads well in the inbox.
  • Completed requests - The requests inbox can now tuck finished items into a collapsible Completed section, keeping the active list focused.

Improvements

  • Custom fields on requests - A request's custom fields now appear on its detail view, so there is fuller context at a glance.

Fixes

  • Password status in the editor - The portal editor now correctly shows whether a portal is password protected.
v0.9.5 Review Notifications

Improvements

  • Clearer request details - A request's status, due date, assignee, and description now sit together in one panel, so what each request is about reads at a glance.

Fixes

  • Review notifications send again - The email that goes out when an item is ready for review now sends reliably.
  • Mentions read cleanly - People mentioned in a request's description now show as names instead of raw formatting.
v0.9.4 Comment Visibility

Fixes

  • Comment visibility settings apply everywhere - When you hide client comments or @mentions on a portal, that choice now takes effect in the request detail and reply views too, not just the main list.
v0.9.3 Review Fixes

Improvements

  • Fully translated portals - The remaining hardcoded card labels now follow the portal's language, so a French portal reads entirely in French.

Fixes

  • Client Review is back - Tasks in your "needs client" statuses show again in the Requests view; the count badge and the list now agree.
  • Review emails send - Moving a task into a client-review status emails the client again. Re-save the portal once to reconnect it.
v0.9.2 Time Card Refinements

Improvements

  • Top tasks is opt-in - Turn the Top Tasks card on per portal from the time settings; it stays off by default.

Fixes

  • Cleaner client view - The "open in ClickUp" shortcuts on time reports now show only to your team, never to clients.
v0.9.0 Time by Activity

Features

  • Top tasks - A new card ranks the tasks with the most time logged this period.

Improvements

  • Time by activity, in color - The time-by-activity breakdown shows each category in its own color, with a neutral dot for anything uncategorized.
  • Group time by a custom field - Grouping tracked time by a ClickUp dropdown field now works on team dashboards that span a whole space, not just single lists.
  • Jump to ClickUp - Hover a project or task row in a time report to open it directly in ClickUp.
  • Sharper at-a-glance summaries - The AI summary now reflects where time actually went, by activity and top tasks.
  • Refined settings controls - Portal configuration dropdowns are redesigned to match the rest of the app.

Fixes

  • Status options on team dashboards - Status and custom-field lists now load when a portal aggregates time across a whole space.
v0.8.0 Time Breakdowns

Features

  • Time by status - A new card on the Projects tab breaks tracked time down by task status, or by a custom field you choose, and expands to show who logged each.
v0.7.4 Team Timesheet

Improvements

  • Team timesheet - Each member's time now shows as one clean bar that splits into a per-client breakdown when expanded, with neatly aligned columns; teammates who logged no time this period are grouped on their own.
v0.7.2 Requests & Notifications

Features

  • Task filters - Choose exactly which tasks a portal card shows, by status, type, custom field, or date.
  • Review notifications - Pick how clients hear about items waiting on them: off, the moment a task moves, or a daily or weekly summary.
  • Welcome step - New users get a short welcome screen, and anyone can update their own name from settings.

Improvements

  • Requests - Client review and requests are now one unified card, with clearer Open, Needs you, and Closed groups.
  • Status breakdown - Scope the status breakdown to specific tasks using the same filters as other cards.

Fixes

  • Portal settings - Changing a portal's language or other settings now saves correctly when client review email notifications are on.
v0.7.0 Self-Serve Signup

Features

  • Self-serve signup - Agencies can create an account and start a 14-day Pro trial in minutes, no invite or card required.
  • Package and retainer budgets - Show clients how much of their monthly or prepaid hour budget is used, with a clear at-a-glance indicator.
  • Portal templates - Group many client portals under one shared template and manage their layout and branding together.

Improvements

  • Timesheet - Reworked time tracking with controls over which team members a client can see.
  • Time view - The investment trend and weekly breakdown now move together, and the view fills the screen instead of leaving an empty gap below.
  • Smoother period switching on the Time view with an inline loading indicator.

Fixes

  • Team time - Internal dashboards now include hours logged by every team member, not just the connected account.
v0.6.6 Platform Refresh

Improvements

  • Platform refresh - Updated the app's underlying libraries for speed and stability.
v0.6.4 Digest & Reports

Improvements

  • Digest for internal dashboards - The AI summary on an internal team time dashboard now reads as an internal team update rather than a client-facing note, and heads the Time view.
  • Report recipients from your team - When scheduling a report, pick recipients from your existing team members instead of retyping their addresses; external addresses still work, up to five in total.

Fixes

  • Portal chat - A wide image shared in a message no longer stretches the conversation past the edge of a narrow portal.
v0.6.2 Analytics Cleanup
v0.6.0 AI Digest & Custom Domains

Features

  • AI Digest - An AI-generated "situation at a glance" summary at the top of the client portal dashboard. Google Gemini turns each portal's progress, hours, deliverables, and invoices into a short plain-language status update, cached per portal and refreshed on demand. Enable it per portal from the indicators step; available on the Pro plan and above.
    Client portal
  • Custom domains & white-label (early access) - Serve portals on your own domain, with a white-label toggle and grouped portal indicator settings. Rolling out gradually.
v0.5.0 Time Insights & Integrations

Features

  • Time insights - Client portals show time trends over a chosen range, a daily breakdown, and per-member and per-project splits across your connected time sources.
    Client portal
    Time breakdown
    4 weeks
    W38 · Sep 18 28.5h
    W39 · Sep 25 32h
    W40 · Oct 2 25.5h
    W41 · Oct 9 35h
  • Retainer burn - A dedicated card tracks how much of a retainer has been used, with the time view split into an Overview and a Breakdown.
    Client portal
    Retainer Burn
    Lane Branding 38.5h / 40h

    Fixed fee, 96%

    Northwind Retainer 47.2h / 40h

    Fixed fee, 118%

    Atlas Co. 12.0h / 30h

    Hourly, 40%

    Total this period 97.7h / 110h (89%)

  • Custom fields - ClickUp custom fields render properly in review and status rows, including dropdowns, people, dates, ratings, and checkboxes.
  • Progress indicator - The old Completion and Deliverables gauges are now one clear Progress indicator, with a status breakdown scoped to the same set of tasks.
    Client portal
    Progress
    3 of 5 complete 60%

    Est. completion: Oct 23, 2026

  • Scheduled digests - Portals can send a recurring email digest to up to five recipients so clients get an update without opening the portal.
  • QuickBooks invoices - A portal card shows the current status of a client's QuickBooks invoices.
    Client portal
    Invoices
    Preview

    Total Billed

    $12,400

    Paid

    $8,200

    Outstanding

    $4,200

    Invoice Due Amount Status
    #1042 May 1, 2026 $5,200 Paid
    #1043 Jul 15, 2026 $3,000 Pending
    #1044 Apr 20, 2026 $4,200 Overdue
  • Google Drive - Connect Google Drive to auto-create a shared folder for each client.
  • Portal list tools - The dashboard portal list now supports search, filtering, sorting, and grouping.
  • Templates - Shared portal settings are now a Templates concept you can attach to and reapply across portals.
  • Faster checkout - Plan checkout uses Stripe Payment Links with a dedicated payment success page.
  • Member privacy - Client-facing time views can anonymize individual team members.
    Client portal
    Team timesheet
  • Brand options - New off-black and off-white color presets and a hand-picked set of portal fonts with live previews.

Improvements

  • Instant messaging - Portal chat and request replies now appear the moment you send them, with threaded replies, smooth loading, and a retry if a message fails.
    Client portal
    Messages

    No messages yet

    Send the first message below

  • Inline attachments - Images and files attached to a message show inline in the conversation.
  • Faster portals - Portal data loads quicker through smarter caching and concurrent loading, and views show a fitted skeleton while they load.
  • Resilient configuration - Portal status and field settings now bind by name, so they keep working when a ClickUp list changes, and any unresolved settings are surfaced on the dashboard and edit page.
  • Reconnect prompts - When a ClickUp or Everhour connection is revoked, the app detects it and prompts you to reconnect instead of failing quietly.
  • Mobile header - The portal header now lays out cleanly on small screens.
  • Admin conveniences - Portal passwords can be revealed and copied from the dashboard, and admin-only links to upstream tools are framed with a private notice.

Fixes

  • Billing - Duplicate subscriptions are guarded against, webhook fields were corrected, and the next renewal date displays accurately.
  • Portal sessions - The portal password session is now scoped per portal.
  • Attachments - Attachments open inline with an explicit download option.
  • Time data - Cached time data degrades safely on unexpected shapes instead of breaking the view.
v0.4.4 Portal Redesign

Features

  • Portal sidebar - Client portals now have sidebar navigation with dedicated views for the dashboard, documents, and requests.
  • Document reader - Shared documents open in a reading panel inside the portal instead of a separate page.
    Client portal
    Project Documents
    Updated October 9, 2026

    Project Overview

    This document outlines the scope, deliverables, and timeline for your project.

    Key Deliverables

    • Website Design & Development
    • Mobile App Integration
    • Content Management System

    Timeline

    Project duration: 12 weeks

  • Request dialog - Clients send new requests from a focused dialog, and submitted requests appear in their own inbox view.
    Client portal
    Submit a request
  • Mark as treated - Clients can mark reviewed deliverables as treated to clear them from their inbox.
    Client portal
    We need your input
    1
  • Quarterly periods - Time tracking cards can now show quarterly periods alongside weekly and monthly views.

Improvements

  • One-row time cards - Time tracking cards use a tighter single-row layout, and week labels now run Monday to Sunday.
  • Task details - Task details open in a side panel with cleaner formatting for descriptions and attachments.
  • Everhour project picker - The picker now loads every project, hides archived ones, and is easier to search.
  • Stronger access controls - Organization data reads are locked down to members and trusted server calls.
  • API documentation - The public API now covers ClickUp and Everhour data endpoints, all documented on the API reference page.

Fixes

  • Everhour time data - Live time entries no longer fail to load for some projects.
v0.4.2 Pro Trials

Features

  • 30-day Pro trials - Organizations can be started on a full Pro trial with no credit card needed, expiring automatically.

Improvements

  • One subtasks setting - Deliverables and summary cards now share a single Include Subtasks option instead of two separate toggles.
  • Wizard step navigation - Jump back and forth between any steps you have already visited in the portal creation wizard without losing your configuration.
  • Smarter location search - The ClickUp location picker now searches folders and lists, not just spaces.

Fixes

  • Reliable billing updates - Subscription changes from Stripe (upgrades, trials, cancellations) now sync to your account dependably.
v0.4.1 Scheduled Time Reports

Features

  • Scheduled time reports - Send clients a recurring PDF time report by email, configured per portal in time-tracking settings.

Improvements

  • Pick exactly which statuses clients see - Deliverable visibility is now a per-status selection instead of a single starting point, so you can show in-progress work while keeping closed or rejected items hidden.
    Client portal
    Tasks by status
    28 tasks

Fixes

  • Clearer portal sign-in errors - A server problem during portal sign-in is no longer reported as a wrong password.
v0.4.0 Client Requests

Features

  • Client requests - Clients can submit requests with attachments from their portal, and each one lands as a task in your ClickUp list.
    Client portal
    Submit a request
  • Connect your own ClickUp - Client organizations can now connect their own ClickUp account for fully separate workspace access.
  • Brand auto-detect in settings - Pull your logo and brand color from your website directly in organization settings.

Improvements

  • Workspace access control - Choose the single ClickUp workspace each client organization can use.
  • API access for admins - Admins can now manage API keys alongside owners.
  • Clearer loading states - Workspace details show a loading indicator instead of appearing after a delay.

Fixes

  • Logo changes now save - Removing or replacing your organization logo persists reliably across reloads.
v0.3.3 Brand Auto-Detect Fix

Fixes

  • Brand auto-detect works again - Detecting brand colors and logo from a website URL during portal setup no longer fails.
v0.3.1 CLI & Reliability

Features

  • Command-line access - Manage portals, templates, and groups from your terminal with the new clientglance CLI over the programmatic API.

Improvements

  • Reliable auto-provisioning - Creating portals from a ClickUp space now recovers cleanly if a sync is interrupted and reports any portal it could not create.

Fixes

  • Correct comment authors - Client comments now show the right name in the conversation view.
  • No duplicate attachments - An image already shown inside a comment no longer appears a second time in a task's files.
  • Clearer file icons - Portal attachments show the right icon for images, PDFs, audio, video, and documents.
v0.3.0 Portal Groups & Auto-Provisioning

Features

  • Portal groups - Create and manage many client portals at once from a ClickUp space or folder, with new portals added automatically as the workspace grows.
  • API access - Create API keys in Settings to connect Client Glance to your own tools and scripts.
  • Agency workspace switcher - Agency staff can switch between client organizations from the header.
  • Financial metrics card - Show budget and billing figures on the portal dashboard.
    Client portal
    Metrics
    Preview

    Amounts Won

    $124,500

    8 tasks

    Project Values

    $1,240,000

    12 tasks

    Avg Deal Size

    avg

    $15,562

    8 tasks

  • Portal preview images - Shared portal links now show a branded preview image.
  • Move portals between clients - Agency staff can move a portal to a client organization from the portal card.

Improvements

  • Period comparison in time tracking - Time investment now compares the current period against the one before it.
    Client portal
    Time investment +9.3%
    42.3h This month · 30.3 h/wk avg
  • Billing and members settings - Settings is split into separate Billing and Members pages.
  • Faster portal data - Portal dashboards load their ClickUp data more quickly.
  • Consistent links - Invite and checkout links always use the production address.

Fixes

  • Attachment downloads - Fixed downloading portal attachments and removed duplicates.
  • Chat reliability - Corrected the unread message badge and message sending.
v0.2.2 Maintenance

Fixes

  • Sign-in links now open correctly from the dashboard.
  • The changelog page is publicly accessible.
v0.2.1 Maintenance

Improvements

  • Authentication library updates and internal tooling refinements
v0.2.0 Billing & Feature Gating

Features

  • Plan-based feature gating with entitlements config, server-side guards, and upgrade prompts throughout the portal wizard, edit page, and dashboard
  • Portal quota counter showing "X of Y portals" on the dashboard based on subscription plan
  • 7-day trial with progressive urgency banner that adapts messaging as the trial nears expiration
  • Annual billing upsell during Stripe Managed Payments checkout flow
  • Settings billing redesign with usage bar and plan upsell section

Improvements

  • Migrated backend to Convex with updated data model and API layer
  • Test infrastructure harmonized with shared factories and coverage thresholds
  • Brand assets updated with new monogram and wordmark variants

Fixes

  • Svelte 5 compatibility fix for @const directives moved to $derived variables
  • Production domain corrected to clientglance.app with proper Wrangler route config
v0.1.1 Maintenance

Improvements

  • Deployment and build pipeline updates.
v0.1.0 Portal Foundation

Features

  • Portal creation wizard with multi-step onboarding, workspace selection, and brand auto-detection from company websites
  • Portal dashboard with task details, comments, attachments, and period-aware time tracking
    Client portal
    Dashboard

    All caught up

    Progress 63%

    5 / 8 tasks

    38.5 h
    Time Tracked · This month
    $48,000
    Project budget
    $31,200
    Invoiced to date
    $145
    Avg. blended rate · avg
    Tasks by status
    32 tasks
  • Team management for inviting members, assigning roles, removing users, and uploading org logos
  • Chat UI with unread message badges and threaded replies
    Client portal
    Messages

    No messages yet

    Send the first message below

  • Stripe billing with subscription plans, portal member limits, and permission gates
  • Authentication with email OTP, Google OAuth, and session management
  • ClickUp OAuth connecting workspaces with encrypted token storage
  • Analytics via Umami for page and event tracking

Improvements

  • Linear-inspired flat design system with neutral palette and tight spacing
  • Branded portal headers with logo and timestamp
  • Smart dashboard with metric strip and weight-based card sorting
  • Skeleton loading states during data fetches and period changes
  • Pricing gauge bars and resilient auth layout

Fixes

  • Cross-domain auth login loop resolved with cookie relay
  • Sign-out now redirects correctly instead of hitting dead routes
  • OTP input keeps loading state through successful redirect
  • Masonry layout weight-based card sorting corrected
  • Portal header controls use consistent button styling