One link per project that answers "where are we?" for the client.
Create a share link for a project and send it to the client. It opens a read-only page — no login — showing which of the six stages the project is in, the floor plans you've shared, the invoices with what has been paid of what has been billed, and recent site visits. Turn sharing off and the link stops working.
Inside the Client Portal module
What’s inside
5 built-in sub-features
Every capability ships with the module. Nothing charged separately.
Where the project is
The current stage, shown as stage N of 6.
Floor plans
The plans saved to the project, drawn to scale.
Invoices
Each invoice with its status, and paid against billed in total.
Recent site visits
The latest visit notes, so the client sees work on site without a call.
Link control
One link per project. Turn sharing off and the page stops loading.
How it works
From first login to running in days, not months.
Create the link
On the Client portal page, create a share link for the project.
Send the link
The client opens a read-only page — no login, no app.
Turn it off any time
Switch sharing off and the link stops working.
Available on
Included in your annual contract — no module add-on fees.
Related modules
These modules work alongside Client Portal in a single deployment.
Projects that move through the six Council of Architecture stages, with a Kanban task board and a stage-wise fee split.
Site-visit notes with photos, and a project file store for drawings and documents — PDF, JPG or PNG up to 25 MB.
Tax invoices with CGST + SGST or IGST chosen from the place of supply, SAC codes, invoice numbers unique per financial year, amount in words and a PDF download.
20-minute demo · live data · no sales deck
See Client Portal on your projects.
We’ll set it up with your studio’s clients, fee structure and invoice format.