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.

The homepage redesign is 68% complete, up from 54% two weeks ago. The team logged 12.5 hours this week, ahead of last week's pace.

  • 17 of 25 tasks done
  • 12.5h logged this week, +18%
  • Design review wrapped

Needs your attention

  • 1 deliverable waiting on your review (3 days)
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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
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Client Dashboard

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

Tasks by status
28 tasks
Progress
60%

3 of 5 complete

Est. completion: Oct 9, 2026

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Client Feedback & Approvals

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

In Review Homepage redesign
SM
Sarah M. 2h ago

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

reference-header.png 840 KB
JA
Jake (Acme) 1h ago

Done, updated the mockup. Take a look.

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Secure Access

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

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More on the way

New portal capabilities ship regularly. See the changelog.