Projects.
Their projects and tasks, live from ClickUp. They comment, you reply, and new requests land as tasks.
Live simulation · What your client sees
Every client, lead and number shown is illustrative.
Projects
Website refresh
Q4 landing page — patient services
In reviewDue
Fri, Oct 17
Owner
Studio team
Progress
7 of 9 tasks
Phase
Design
Priority
High
Last update
2 hours ago
Comments
Studio team
New hero and intake section are up — two layout options in Files.
Dana's comment just landed on the task in ClickUp
How it works.
Pick the list
Point a client at the ClickUp list (or lists) their work lives in.
They follow along
Status, due dates and progress update live — no weekly status email.
They talk back
Comments and new requests from the portal land in ClickUp, tagged as from the client.
What you get
- Comments both ways, shown in ClickUp too
- New requests become ClickUp tasks
- Projects from one list or many
Runs on
More in what your clients see.
All features →Client dashboard
Where things stand, what needs them, and their next call — the first thing they see.
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.