Client Portals: Share Progress With the Right People
A client portal can show project progress, deliverables and requests alongside the records your team uses internally. The central requirement is a tested separation between each client’s access and the owner workspace.
Records to include
- Clients and memberships: who belongs to which client account.
- Projects and deliverables: client, status and explicitly shared content.
- Requests or feedback: related project, author, date and status.
Shape the workflow
Write down which roles can read, create and change each kind of record. Include attachment access and exports in that design. Use the sign-in method supported by the deployed app and test invitations and revocation before sharing it with clients.
Example prompt
Build a client project portal. Each signed-in client sees only their projects, shared deliverables and published status updates. Keep internal notes in a protected owner view. Let clients submit feedback on their own projects. Add an AI advisor restricted to the same records the current client may read.
Check the generated app
- Create two clients and test direct links as well as menu visibility.
- Revoke a client and confirm they lose access to records and protected files.
- Test the owner view, mobile navigation and a client with no projects.
Imports, AI and connected services
Use the import controls available in your app and review a small sample before saving. CSV mapping and readable PDF content are different from image OCR. AI should use authorized saved records; unknown information should stay unknown. Email, Slack and webhooks need their own connection setup. Records and imports · In-app AI · Connections.
Changes and ongoing support
Review the affected records, screens and workflows before accepting an edit, then repeat the relevant checks. Dependency analysis helps identify known relationships but cannot prove that every outcome is correct. For hands-on implementation and maintenance, agree the scope through Managed.
Frequently asked questions
Can I use my own domain?
Custom-domain setup has been built but is not yet enabled on the platform. Confirm availability with Chromoly before promising a launch domain to clients; registration is separate.
Does this example describe a ready-made template with every feature enabled?
No. It is a brief for a custom build. Review the generated functionality and confirm the required workflow steps, imports, integrations and availability before using it with real work.
Related reading
- Client Portal Software: Compare the Complete Client Journey
- Project Tracking: Milestones, Blockers and Client Updates
- Chromoly for Agencies: Client Builds and Managed Support
Custom builds open on December 1, 2026. Self-service opens in January 2027. Check current availability and limits before planning a rollout.
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