Client portal access

What clients can do

The client portal is included in the Core and Professional plans. The client signs in to your firm's portal with the email and password of the account you created for them, on a computer or a phone. There, they can:

• See their projects, with the current stage and the history of stage changes.
• Open and download the files of stages marked as client review.
• Approve or request changes on each of those files, one by one or several at once — with a note, required when requesting changes.
• Look at each file's review history.
• See the events they attend and add them to their own calendar.
• Send a message to your firm, which reaches the administrator by email.

What clients can't do

What clients can't do:

• See other clients or their projects.
• See the team calendar, except the events they attend.
• Edit project details, dates or assignments.
• Upload files — only your team uploads; the client responds to what's there.
• Create their own account: your firm always creates it.
• Reach billing, employees or admin pages.

Portal sign-in attempts are rate-limited, to stop automated password guessing.