Share relevant progress
Bring timelines, deliverables, documents, time summaries, and invoices into the client’s project view.

Give clients a focused view of their projects, deliverables, and decisions, with the surrounding internal work kept separate.
Explore the client experience ↗Design phase · 3 deliverables
Review the deliverable and record the next step.
Keep the project relationship together through review, approval, and scope change.
Bring timelines, deliverables, documents, time summaries, and invoices into the client’s project view.
Use approval workflows so the deliverable has a clear outcome and traceable handoff.
Acknowledge, evaluate, and decide on change requests in the project record.
Client experiences are project-scoped. Review the exact access configuration for your organization during setup.
Explore role perspectives ↗Walk through the workflows that matter to your team.