ClientPortal
Secure Client Document Access
ClientPortal provides your clients with secure, branded access to their project documents, reports, and updates—reducing support calls and improving satisfaction.
The Client Communication Challenge
Clients constantly calling and emailing for updates wastes your team's time and frustrates everyone.
Professional Client Experience
Everything clients need to stay informed and engaged
Document Sharing
Share reports, drawings, photos, and documents securely. Clients see only what you want them to see.
Project Dashboards
Give clients real-time visibility into project progress, milestones, and key metrics.
Self-Service Downloads
Clients can download approved documents anytime without calling your office.
Secure Messaging
Built-in messaging keeps communications organized and documented in one place.
Automated Updates
Automatic notifications when new reports are ready, milestones completed, or action needed.
Granular Permissions
Control exactly what each client user can see and do. Role-based access for client teams.
Fully Featured Portal
Built for Your Industry
ClientPortal adapts to how you work
Engineering Firms
Share inspection reports, drawings, and project updates with clients. Reduce phone calls asking for status updates.
Inspection Companies
Deliver reports instantly upon completion. Let clients review findings and request follow-ups.
General Contractors
Keep owners and architects informed with real-time project visibility and document access.
Your Brand, Your Portal
ClientPortal is fully white-labeled. Clients see your logo, your colors, and your domain. It looks and feels like your own custom-built software.
- Custom logo and colors
- Your own domain (portal.yourcompany.com)
- Branded email notifications
- Customizable dashboards
Portal Preview
AI-Assisted, Human-Verified
ClientPortal provides automated updates and notifications, but all shared content is controlled and approved by your team.
What ClientPortal Does
- •Provides secure, branded client access to documents
- •Automates status notifications and updates
- •Tracks document access and downloads
- •Manages client permissions and access levels
Important Limitations
What ClientPortal does not do
Report access based on permissions
Client access is controlled by administrator settings. Some reports may not be visible based on access level.
Real-time status depends on data sync
Project status reflects the most recent sync. Active field work may not appear immediately.
These limitations are disclosed in accordance with our commitment to transparency. AI outputs should always be reviewed by qualified professionals.
Human-in-the-Loop Guarantee
All documents and reports shared through ClientPortal are controlled by your team. Automatic notifications inform clients of updates, but content approval remains entirely in your hands with full audit trail visibility.
Frequently Asked Questions
Can we customize the portal with our branding?
Absolutely. ClientPortal is fully white-labeled. Add your logo, colors, and custom domain so it looks like your own software to clients.
How do clients access the portal?
Clients receive an email invitation to create an account. They can also use SSO if your organization supports it. No software installation required—it's all web-based.
What happens to client data when a project ends?
You control data retention. Archive projects to keep records accessible, or export and delete per your retention policies. Clients can be given time-limited access.
Is the portal secure?
Yes. ClientPortal uses enterprise-grade security including TLS encryption, SOC 2 compliant infrastructure, and comprehensive audit logging.
Important Limitations
What this product does not do
Report access based on permissions
Client access is controlled by administrator settings. Some reports may not be visible based on access level.
Real-time status depends on data sync
Project status reflects the most recent sync. Active field work may not appear immediately.
These limitations are disclosed in accordance with our commitment to transparency. AI outputs should always be reviewed by qualified professionals.
Ready to Impress Your Clients?
See how ClientPortal can transform your client relationships and reduce support overhead.
30-minute focused session • Your data, your use case • No sales pressure