Keep clients in the loop, not in your inbox.
Give clients a clear window into progress — timeline, gallery, documents — without exposing margins or supplier rates.
- 1Shared progress views
- 2Documents & gallery
- 3No margin leakage
- 4Seat-aware access
AI and commercial rates stay off client views. They see progress — not your margins.
Built into your day-to-day project
Shared progress views
Available across Self-Build, Contractor-Led, and Professional where your plan includes this capability.
Documents & gallery
Available across Self-Build, Contractor-Led, and Professional where your plan includes this capability.
No margin leakage
Available across Self-Build, Contractor-Led, and Professional where your plan includes this capability.
Seat-aware access
Available across Self-Build, Contractor-Led, and Professional where your plan includes this capability.
Keep clients in the loop, not in your inbox. One small recovery on a real build pays for the software many times over.
Start your free trialCommon questions
Is client portal included on every plan?
Core project tools ship on all plans. Portfolio, client, and some collaboration features unlock on Contractor-Led or Professional — see Compare and Pricing.
Can I try it before paying?
Yes. Every plan includes a 90-day free trial with full access for that plan. Card required; you are not charged until the trial ends.
Does AI change what I approve?
AI and commercial rates stay off client views. They see progress — not your margins.
More features
Budget management
Budget management
Catch overspend before it's a problem.
Cash flow
Cash-flow forecasting
See the squeeze before it stops the build.
Directory
Contractor directory
Your best trades, always to hand.
Reports
Cost reports
Reports backed by receipts, not guesswork.
NEW · AI
Grant finder
Find the funding you didn't know you had.
Platform
Integrations
Accounting integrations are on the way.
Ready to put client portal to work?
Start free for 90 days. Cancel anytime before the trial ends.