Client Portal Pro
A fully brandable client experience — selections, approvals, timeline, documents and financials, shaped to look like your firm rather than like software.
Roadmap
What we're building next,
What we're building next,
and what isn't here yet.
Everything on this page is in design or in development. None of it is in Workroom today. We'd rather show you where this is going than let you find out on a demo that something you assumed was here isn't — and rather than put dates on it, we'll tell you honestly where each one sits.
Nothing here is a commitment to a date, and nothing here should factor into a buying decision except as a signal of direction.
Trusted by the studios doing the work
Coming soon
Nine modules in the pipeline
These are whole areas of the product rather than features on an existing page — the things firms ask us for most, in roughly the order we're building them.
Dashboard widgets
The studio dashboard, arranged the way you actually run the day. Choose the widgets, put them where you want them, and give each role its own layout — cash position and margin for the principal, this week's approvals and deliveries for the project manager, unbilled hours for whoever chases them.
RFQ — bids and vendor quotes
Send one specification to several vendors as a request for quote, then read the bids against each other — unit price, lead time, freight, minimums and terms on the same line, with the spec they were quoting attached. Accept one and it becomes the purchase order; the others stay on the record as evidence of what the alternative cost.
Ecommerce
Sell from the library you have already built. Publish chosen products to a storefront under your own brand with retail pricing and availability, and let clients and the public buy them directly — each order arriving as a record in Workroom, against a project or on its own, rather than in a shop that knows nothing about your business.
Invoice intelligence
Your team writes time entries for themselves; your client reads them on an invoice. Invoice intelligence rewrites each one the moment it lands on the invoice — in your studio's voice, at the level of detail you have set as a brand standard — so a line that was typed as “emails re sofa” reads as work worth paying for, without anyone editing it by hand at month end.
Inventory management
Stock, warehousing and receiving as first-class records, rather than a spreadsheet the receiver keeps separately.
Sample tracking
A library module for the samples physically in your studio: when each one arrived, when its pricing was last checked, whether it's been discontinued, and a running log of price increases. The memo wall, finally, as data.
Issue tracking
A shared designer and receiver view for what goes wrong after despatch — deliveries, damage, repairs and returns tracked as issues with an owner, instead of as a thread nobody can find.
Mobile app
For the parts of this job that happen on site, in a warehouse, or in a showroom, where a laptop isn't the thing in your hand.
Integrations
Connecting to what your firm already uses
In certification
Full Google Workspace — Email, Calendar, Drive
Gmail is the file system most studios actually run on. Tracking numbers arrive there. So do approvals, freight quotes, damage photos, and the one line in paragraph four that turns out to be a task nobody logged.
Workroom's Google integration reads that inbox against your projects. It recognizes a tracking number and attaches it to the product it belongs to. It spots the request buried in a client's reply and asks whether you want it as a task — it doesn't create anything behind your back. Everything a general AI assistant does inside email, built instead around how a design and design‑build firm works.
Email is already built. We're in the CASA certification process Google requires for apps that read mail, which is why it isn't switched on yet. Calendar and Drive follow, expected around the end of Q4.
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Gmail
Built · in CASA review
Tracking numbers onto products, hidden tasks surfaced for approval, project threads filed against the project.
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Calendar
End of Q4
Installs, site visits and client meetings on the same calendar the rest of your week lives on.
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Drive
End of Q4
Drive folders readable from the project record, without a second copy of every drawing.
Planned
The four lead sources feed straight into lead management, so a lead you paid for arrives as a lead. Xero gets the same two-way sync QuickBooks Online has today.
Automations, further out
Cases the engine doesn't cover yet
Thinking, not a queue. Automations ships thirty templates today, covering claim windows, lead-time drift, vendor reliability, install confidence, budget thresholds and client cascades. These are the ones we hear about that it still can't do.
Procurement
- Partial shipment — four of six chairs arrive: chase the balance, hold the readiness flag rather than marking the line received.
- Price-increase lock window — a vendor announces an increase, so surface everything specified-but-not-ordered from them across every project, with a batch lock.
Receiving & site
- Storage fee accrual — project the cost of an item sitting in receiving, and decide whether it's billable or eating margin.
- Damage claim packet — a flagged receiving report assembles the photos, PO, packing slip and BOL before anyone asks for them.
- Just-in-time spec release — push the electrician their cut sheets three weeks before rough-in. Nobody gets a 200-page binder.
- Dependency blocks — no custom drapery PO until the final field measure, and the trigger chases the measure instead.
Client side
- Criticality-weighted nudges — a pending approval on a twenty-two-week sofa escalates on a different clock from a throw pillow.
- Approval velocity — a client answering slower over time is an early signal of budget anxiety, weeks before they say so.
Tell us which of these matters
The order of this list is not fixed.
If one of these would change how your firm runs, say so on the demo. We build for firms of five and up, and what those firms ask for repeatedly is what moves up the list.