Client dashboard.
Where things stand, what needs them, and their next call — the first thing they see.
Live simulation · What your client sees
Every client, lead and number shown is illustrative.
Northwind Health
Good morning, Dana
31 / 40h
Hours this month
on pace
3
Projects in motion
2
Need your OK
Thu 10:00
Next call
Hours by week
Needs you
Approve the Q4 landing page
Website refresh · due Fri
Upload the brand fonts
Brand system · requested Mon
Patient intake form — live
Shipped yesterday
everything here is read from ClickUp the moment Dana opens it
How it works.
They sign in
With a code from their inbox — no password, no app to install.
It reads your ClickUp live
Projects, tasks, hours and approvals come straight from your workspace, so it's never out of date.
They see what needs them
Approvals, questions and their next call sit at the top. Everything else is one click away.
What you get
- Hours against their plan (or hidden, if you'd rather)
- A three-week look-ahead and project timeline
- Their next meeting, from your calendar
More in what your clients see.
All features →Projects
Their projects and tasks, live from ClickUp. They comment, you reply, and new requests land as tasks.
Files
A shared folder per client: uploads and links, comments on each file, and who can see what.
Agreements
AI drafts the agreement, the client signs in the portal, you countersign, and the signed PDF files itself.