Total transparency. Zero exposure.
Give every client their own view of the studio — live progress, their fee, what's invoiced and outstanding and Xero invoices, all read-only, plus the drawings you've published for them to review and mark up. Margins and staff cost aren't hidden by a toggle; a client's login simply can't reach them.
| Project | Stage | Status | Completion | Fee | Invoiced | Uninvoiced | Invoices |
|---|---|---|---|---|---|---|---|
Riverside House | Design Development | Active | 68% | $240,000 | $156,000 | $44,000 | |
Fitzroy Warehouse | Contract Documentation | Active | 54% | $150,000 | $72,000 | $18,000 | |
Coastal Pavilion | Concept Design | Upcoming | 8% | $96,000 | $0 | $6,000 | |
Garden Studio | Schematic Design | On Hold | 41% | $48,000 | $20,000 | $3,000 | |
Dock Chambers | Construction | Completed | 100% | $132,000 | $132,000 | $0 |
One login. Their clients. Their numbers, not yours.
Every figure the portal shows passes through one rule that limits each client to their own data, and it reads the same fee, invoiced and uninvoiced totals your billing report produces — so the studio and the client can never see two different numbers. A login with several clients sees them all at once, every row labelled with the client it belongs to.
- One source: the client view reads the studio’s own billing figures
- Logins with several clients see them all at once — a dropdown narrows the projects list
- Sorted by status, archived work set aside — exactly like the studio sees it
Select a Client
Your account has access to multiple clients. Choose which client you want to view, or view everything at once.
Invoices
Harbourpoint Devs · Riverside House
Invoices straight from Xero — no more re-sends.
Chasing PDFs by email is a tax on both of you. The portal lists the client's own Xero invoices with a status read live from Xero — Paid, Due, Overdue or Voided — and lets them pull the PDF themselves, with a check that ties each invoice to the client who owns it so nobody can reach another client's.
- Statuses come straight from Xero, never hand-set — they can’t go stale
- Self-serve PDF download straight from the client’s own invoice
- A check ties every document to the client who owns it
Review drawings in context — not in a thread.
When a client marks up a JPG and replies in an email, context is lost by the next revision. Instead they review the drawing sets you've explicitly published as client work in progress (WIP) — comment in context, with an unread count on what's new — and a single permission check makes sure only WIP sets on their own projects are ever reachable.
- Only sets you publish as client WIP appear — nothing internal
- Unread counts show what changed since they last looked
- One permission check decides what a client can open — nothing else can
Riverside House
Riverside House — Site Queries 4
| # | Issue | Status | Author | Replies | Updated |
|---|---|---|---|---|---|
| 1 | DraftIs the joinery package included in the tender set? | Draft | You | — | just now |
| 2 | Can the reception desk shift 300 east? | Open | You | 2 | 2h ago |
A. Nguyen (Detail X Studio)2h ago Yes — 300 east clears the hydraulic riser. Updated plan lands in the next revision. You2h ago Perfect — please proceed. Reply… Reply | |||||
| 3 | Confirm balustrade height to AS1170 | Open | A. Nguyen (Detail X Studio) | 1 | yesterday |
| 4 | Level 2 corridor width — resolved per markup | Closed | You | 5 | 3d ago |
Riverside Devs raised 3 open issues on Riverside House — Site Queries.
Questions answered where they were asked.
Clients get their own Issues section: every open question on their projects in one running table, with threaded replies and markup images. They raise their own — drafted privately until they hit Send — and the moment they do, your team is pinged on Slack. No email chains, no “did you see my message?”.
- Client issues start as drafts — visible only to them until sent
- One Send publishes the drafts and pings your Slack channel
- Clients close their own issues when the answer lands
- The same table your team works — one thread, never two versions
One rule, one check — nothing to forget.
Leakage doesn't happen when there's nothing to leak. Every number passes through one rule that limits each client to their own data, every drawing through a single permission check — both enforced on our servers. The portal even reuses the exact same billing page as staff, just view-only, so the figures physically can't drift.
- Project status & completion
- Fee, invoiced & uninvoiced
- Xero invoices & PDFs
- Published WIP drawings
- Issues & threaded replies
- Project margin
- Staff cost
- Staff assignments
- AI risk score
Give clients everything about their work.
Open a portal that shows progress and invoices read-only, and drawings they can review and mark up — and keeps your margins and staff cost yours. Start free, no card required.