Features

The capabilities that make a Client Glance portal worth opening.

AI Digest

A plain-language 'situation at a glance' at the top of every client dashboard.

Explore AI Digest

Live Sync

Update ClickUp. The portal updates itself, with nothing to export and nothing to maintain.

Live — updated just now

ClickUp

TO DO 1

Brand guidelines update Apr 12

IN PROGRESS 2

Homepage redesign Apr 18

Hero section mockup Apr 10

COMPLETE 2

Logo concepts Apr 2

Color palette Apr 4

Tasks by status

28 tasks

Explore Live Sync

Client Dashboard

Clients see progress, deliverables and time. Your project board stays private.

Tasks by status

28 tasks

Progress

3 of 5 complete 60%

Est. completion: Oct 30, 2026

Tasks by status

28 tasks

Progress

3 of 5 complete 60%

Est. completion: Oct 30, 2026

We need your input

Time investment +9.3%

42.3h This month · 30.3 h/wk avg

Tasks by status

28 tasks

Progress

3 of 5 complete 60%

Est. completion: Oct 30, 2026

We need your input

Time investment +9.3%

42.3h This month · 30.3 h/wk avg

Explore Client Dashboard

Client Feedback & Approvals

Clients comment, attach references, and approve work. Every reply lands back in ClickUp.

In Review Homepage redesign

Sarah M. 2h ago

Can we try a darker shade on the header? Here's a reference.

reference-header.png 840 KB

Jake (Acme) 1h ago

Done, updated the mockup. Take a look.

Your response...

Explore Client Feedback & Approvals

Secure Access

Clients get in with a link and a password. You pay no ClickUp guest seats and no per-user fees.

Acme Agency

Enter the password to access this portal

Password

Enter portal password

Access Portal

Explore Secure Access