Client & Vendor Portals
Share status, files, and invoices with clients—and coordinate docs, schedules, and payables with vendors—without email ping-pong.
- ✅Secure share links with per-project access
- ✅Invoices, proposals, deliverables, and status in one place
- ✅Requests, RFIs, and approvals with audit trails
- ✅Vendor onboarding, W-9/COI, and payables tracking
- • Project status & milestones
- • Deliverables & review comments
- • Proposals & invoices
- • Shared files & messages
- • Onboarding (W-9, COI)
- • Task assignments & due dates
- • Submit invoices & docs
- • Payment status & history
For Clients
Live status
Milestones, tasks, and deliverables with real-time progress.
Proposals & invoices
Approve proposals, view invoices, and see line-item traceability.
Comments & approvals
Threaded feedback with decision logging and audit trail.
Central files
Exhibits, plans, and PDFs—organized by project.
Granular access
Per-project and per-document permissions; expiring share links.
Calendar sync
Reviews and deadlines flow to the client’s calendar.
For Vendors
Onboarding
Collect W-9, COI, and profile details with status checks.
Assigned work
Tasks, specs, and due dates in one place—no email hunting.
Submit invoices
Upload invoice PDFs linked to POs or milestones.
Compliance
Track expirations (COI) and required documents per project.
Payment status
See what’s approved, scheduled, or paid—with dates.
Project context
Specs, drawings, and changes always tied to the right project.
How it works
- Step 1Invite securelySend role-based invites with scoped access per project.
- Step 2Share & collaboratePublish status, docs, and invoices; capture comments and approvals.
- Step 3Track & payMonitor progress and payments with clear history and exports.
Portals that reduce email and speed decisions
Give clients and vendors a clear, secure place to work with you.