Your clients get their own view of the project, in your studio’s branding: a note from you, what’s waiting on them, and every approval, signature and payment in one place. There’s nothing new for them to learn, because it’s the same Comms your team works in, filtered to what each person should see.
your mark, your colors and your photography on every screen
0
costs, markups or margins a client can ever see
Preview
exactly what any client sees, before they see it
Waiting on you
They open it because something needs them
No feed to scroll and no unread badges to clear. Clients land on what’s waiting on them, grouped into investment, products, things to sign and events. Open a group and every item has its action right on the row: approve, request changes, or snooze it until next week.
Hidden, not grayed out
What clients never see
Anything a client isn’t allowed to see is simply absent from their screen, never blurred or grayed out. Choose which product details each client sees, set access for each person, and use Preview as to check exactly what they’ll see.
Your cost and markup
Margin and profit
Purchase order and bill amounts
Vendor names, links and model numbers, unless you share them
The project’s team chat
Internal and locked files
Meetings they aren’t invited to
Anything in search they can’t already open
Your studio, front and center
It looks like your studio, because it is
Your mark heads every page, your photography sits above each property, and the welcome page opens with a note you write. Pick the type and colors once for the firm, or tune them for a single client, and watch the preview change as you go.
Investment
Where their money stands, in plain numbers
Clients see what they’ve committed, what they’ve paid and what’s outstanding, across every property they have with you, and open each property’s budget for the detail you choose to share.
Everything they need to do
Decide, sign and pay, in one place
Approve estimates line by line
Clients read each line before they approve, or send it back with a question. Either way the answer lands on the estimate, with who and when.
Sign where they read it
Agreements and change orders are signed in place, and the signed copy is saved to the project for both of you.
Pay from the invoice
An invoice opens its payment page from the same card, and it shows as paid for everyone the moment it clears.
Know where the sofa is
Clients see each product’s status as it moves, with live tracking and no prices, so “any news on the sofa?” stops being a phone call.
Files, when you share them
Drawings and documents appear for the client only when you switch them on, with the current version always on top.
Every home in one view
A client with a city apartment and a beach house sees both projects, and everything waiting on them across the two, in one list.
Questions we hear
The client portal, specifically answered
Is the client portal a separate app?
No. It’s the client’s side of Comms, filtered to what each person should see. Your team works in the same place your clients decide, so there’s nothing to keep in sync.
Will a client ever see my costs or markup?
No. Cost, markup, margin and profit never reach a client’s screen, and purchase order and bill amounts stay hidden. Hidden items are absent rather than grayed out, so there’s nothing to hover over or discover.
Can I control what each client sees?
Yes. Access is set for each person, and clients are added to rooms one at a time. Use Preview as to see the portal exactly as a particular client will.
Does it carry my studio’s branding?
Yes. Your name, mark, colors and header photography appear throughout the client’s view, and the welcome page opens with a note from you. Your team’s own view stays the same.
What if a client has more than one project with us?
They see every project they’re part of, and one list of everything waiting on them across all of them.
See it from their side
The part of your studio your clients see every week
We’ll open a real project as your client would, then switch to your team’s view of the same conversation.
