Client Portal
Your team sees everything. Clients see what you choose.
One project, two views. Internal notes, cost rates, and margins stay hidden. Clients get a clean dashboard with progress, files, and approvals.
14 days on the full product. Card required to start.
6,357 agency reviews of Asana, ClickUp, Jira, Monday.com, Notion, and Trello. Where we quote one, it is verbatim, typos included, as reviewed on Software Advice.
You're maintaining two boards per client. One for them, one for you.
Shadow projects. Duplicate Trello boards. A shared Google Drive that's one wrong click away from exposing your cost rates. You spend hours every week maintaining a separate 'client-safe' version of the work.
And when a client asks 'where are we on this?' you scramble to check three tools before answering.
There's a better way.
The Old Way
Duplicate project boards: Maintain a client-facing copy of every project. Update both manually.
Shared Google Drive: One wrong folder permission and they see your cost rates.
Email-based approvals: Chase clients via email for feedback. Lose the thread in their inbox.
No visibility for clients: Clients call to ask 'where are we?' because they have no dashboard.
Separate portal tool: Pay for Copilot or Notion as a bolt-on client view.
The Flowboard Way
One project, two views: Clients see their view. Your team sees theirs. Zero duplication.
Built-in permissions: Cost rates, margins, and internal notes are never visible to clients.
Portal-based approvals: Clients approve deliverables directly in the portal. No email chains.
Real-time progress: Clients see task progress, deadlines, and files, always up to date.
No extra subscription: Client portal comes with the one plan. No separate tool to manage.
Frequently asked questions
Stop maintaining shadow boards for every client.
One project, two views. Clients see progress and approvals. You keep everything else hidden. Start your 14-day trial.