NudgeClient operationsStart tracking free →FOUNDING-CUSTOMER EARLY ACCESS
Make the value of your
work easy to see.
Give clients a focused home for approved progress, requests, deliverables, decisions, and budget visibility—without exposing internal work.
✓ Role-safe access✓ Approved information only✓ No credit card
Blueprint Roofing · Client Portal
CLIENT PORTALLatest update 2Open requests 4Deliverables
Salesforce optimization
Project progress 68%
Automation review complete. Next, we’re validating the revised lead-routing flow.
CLIENT VISIBLE · TODAYA client portal should create confidence—not give clients another dashboard to decode.
BEFORE → AFTER
Less operational drag.
More client clarity.
WITHOUT NUDGE
→Status updates scattered across email
WITH NUDGE
Projects, requests, updates, and files have one client home
WITHOUT NUDGE
→Clients asking what happens next
WITH NUDGE
Actions, approvals, milestones, and progress are explicit
WITHOUT NUDGE
→Sharing an internal project board
WITH NUDGE
Only approved, client-visible information crosses the boundary
DESIGNED AROUND THE WORK
Less administration.
More useful context.
Replace status hunting
Clients can find current progress, recent updates, files, actions, and open requests without another email.
Control every handoff
Consultants decide which updates, time summaries, and deliverables become client visible.
Protect the relationship
Separate roles and organization-level access keep private operations away from the client experience.
REAL PRODUCT WALKTHROUGH
See it work before you sign in.
The client portal
Give clients a focused home for progress, updates, files, actions, and approved budget use.
BUILT FOR CLIENT WORK
Focused enough for a consultant.
Structured enough for a team.
✓ Consultants with recurring retainers✓ Implementation partners✓ Fractional teams✓ Client-service firms with approval workflows
CLEAR FROM THE START
Early access without the billing surprise.
Client Portal is included in founding-customer early access. Consultants control visibility; clients never receive internal Workspace access.
Request founding-customer access →ONE CONNECTED FLOW
Each product has one job.
Together, they tell the story.
GOOD TO KNOW
Clear answers before you start.
What does a client see?+
Only the client’s own portal and records explicitly made client visible. Internal notes and private time capture stay private.
Is the client portal paid?+
Workspace and Client Portal are currently available through founding-customer early access with no credit card. Time remains free forever. Any future pricing and transition will be explained before billing begins.
Can access be controlled by organization?+
Yes. Portal access is granted at the consulting-organization level, with expiration dates and manual administrative overrides.
Give clients clarity without giving away the back office.
Request Workspace + Portal access →