Share the client portal and a status link

A project you create in PaloWorks starts with a client portal. Your client opens it from a link and never makes an account. A project converted from a lead or drafted by an assistant starts without one; “Create portal link” in the project’s Links menu makes it.

The client portal#Link to “The client portal”

• On the project, the Links menu beside “Client portal” has “Copy portal link”, and “Open portal” shows you exactly what your client sees.
• The portal shows progress (the share of deliverables delivered), the agreement, what is outstanding and when the next payment is due, and anything waiting on the client. Below that come the project’s stages and key dates once it has a plan, then the scope, invoices, their billing details (which they can correct), change orders, their brief, a message thread with you, and, while something is owed, your payment instructions.
• Once your client has looked, the project bar says when they last opened it; hover for “Client portal last viewed” with the exact time.

“New portal link” replaces the link, and the old one stops working at once; “Revoke portal link” switches it off until you make a new one. Invoice, scope, intake, and contract links can each be rotated or revoked from their own tabs.

The client status link (Pro)#Link to “The client status link (Pro)”

• It lives on the Plan tab under “Client status link”, and appears once the project has phases.
• “Send by email” creates the link if there isn’t one yet and emails your client a status update. Their replies come to you.
• Once a link exists you can copy it, preview it, “Revoke link”, or “Replace with a new link”.
• The status page shows the current stage, the estimated completion date, overall progress, and each stage as complete, in progress, or up next. It never shows prices, invoices, or your notes.

The page updates itself, so a link you sent last month still shows today’s plan. If you move from Pro to Free, an existing status link keeps working, but revoking or replacing it needs Pro.