A client experience worth your fee
Your clients hired a premium firm — then got status updates by scattered email. Workroom gives them one elegant portal for selections, approvals, and progress, while your team's questions and vendor coordination stay organized behind the scenes.
Every conversation, attached to the thing it's about
Selections & approvals
Clients review products with images and pricing, approve or decline, and leave comments — all timestamped and on the record.
Floor plan integration
Connect selections to floor plans so clients see each piece in context, not as a disconnected list.
Progress clients can see
Share timeline and milestone updates from the project itself — the "any updates?" emails stop arriving.
Team communications
Internal questions stay internal, attached to the spec or task they're about. New team members inherit the full context.
Vendor coordination
Keep vendor conversations tied to the PO, so "did they confirm the finish?" has one answer in one place.
A record that protects you
When scope questions come up months later, the approval trail is right there — with dates, prices, and signatures.
Your team's view. Your client's view. Same record.
Nothing gets retyped between what your team manages and what your client sees — costs, margins, and vendor names just never cross that line. Shared client context means any designer can pick up any conversation instantly, and coverage doesn't collapse when someone's out.
- Your branding on every client touchpoint
- Approvals, comments, documents, and payments in one place
- Clients see exactly what you share — never costs or margins
Approvals set the rest of the platform in motion
Selections come from specs
Clipped products present client-ready — image, description, client price — with nothing retyped.
Product Sourcing →Approval unlocks the PO
An approved selection becomes a purchase order in one click, deposit invoice ready.
Purchase Orders →Portal payments
Clients pay deposits and balances right from the portal; reconciliation is automatic.
Estimates & Invoicing →"Clients tell us the portal feels like part of the service. It reads as 'this firm has it together' — because now we do."
Tessa B. — Operations Lead, 15-person firmClient collaboration, specifically answered
Do clients need to create accounts or learn software?
They click a link from their email and land in the portal — no training, works on any device. If a client insists on email, you can still record their approval manually so the record stays complete.
Can we control exactly what clients see?
Yes, per item and per document. Costs, markups, vendor names, and internal notes are never client-visible. You choose what to share and when.
What happens when a client approves something?
The approval is timestamped with the item, price, and any comments; your team gets notified; and the item becomes PO-ready. Declines and comments route back to the assigned designer.
Does this replace our email entirely?
No — it replaces the parts email is bad at: decisions, approvals, and status. Relationship conversations stay wherever you like; the record of what was decided lives in Workroom.
Next up: the numbers behind it all — live, synced, and analyzed for you.
Accounting & Reporting →