Confirmed the lighter stone finish and asked for the coordinated drawing issue date.
Clients & Project Team
One project.
Everyone connected.
Clients, consultants and contractors share the information you choose. Their answers return to the project.
Client PortalRiverside Family · Client Owner
PreviewYour projects
| Project | Stage | Status | Complete | Fee / rate | Invoiced | Uninvoiced |
|---|---|---|---|---|---|---|
| Riverside House | Construction Documentation | Active | 53% | $12,000 | $2,400 | $3,936 |
| Terrace House Interior | Design Development | Active | Hourly | $165 / hour | $330 | $1,485 |
A client’s view of their two commissions: stage, status, completion and, for a Client Owner, the fee position.
Clients
The relationship starts before the project.
Keep contacts, lead status, dated notes and follow-ups together. When the enquiry becomes a commission, create the project from the client record.
- Import clients and history from CSV; export selected clients to Excel; edit in place.
- Invite the client to their portal from the same record once there is a project to show.
- Client Owners and Client Staff get different views, so fees are seen by the right people only.
ClientsContacts and follow-ups
PreviewClient register
| Client | Contact | Status | Next Contact | |
|---|---|---|---|---|
| Hilltop Community Trust | Jordan Ellis | hello@hilltop.example | Won | 14 September 2026 |
| Riverside Family | Maya Lee | maya@riverside.example | Won | 11 September 2026 |
Relationship actions
- Filter
- Clients to Call Today
CommsPortalQuick Edit
Contact, next contact date and action status on one row.
Client communicationsRiverside Family · Maya Lee
PreviewDated conversation history
Add Communication
A dated note of a decision, kept with the client.
Consultants
Waiting on a fee, or ready for their input?
Keep each appointment’s discipline, proposal status and fee with the project. Assign a follow-up, then share the drawings and issues needing their input.
- See at a glance which appointments still need a proposal or an approval.
- Assign a follow-up to a colleague with a reminder on the dashboard, by email or in Slack.
- Their replies to shared issues return to the project’s register.
ConsultantsRiverside House · Appointed firms
PreviewStructural engineering
| Firm | Contact | Proposal | Fee |
|---|---|---|---|
| Clearspan Engineering | Tomtom@clearspan.example | Approved | $2,400 |
Structural engineering: approved, $2,400, with the contact to call.
Communication reminderClearspan Engineering · Terrace connection
PreviewFollow-up
- Date
- 8 September 2026
- Time
- 10:00 am
- Assigned to
- Taylor
- Notify through
- Dashboard
- Other channels
- Email and Slack not selected
A follow-up on 8 September, assigned to Taylor, on the dashboard.
Portals
A clear view. A considered boundary.
Each portal follows the person’s role. Clients follow progress, consultants answer on the sheet, and your costs and margins stay private.
Client Owner
The project’s programme, progress and expected dates; shared drawings and issues; the project’s fees, invoiced and uninvoiced work, and invoice history.
Never the studio’s costs, wages or margins.
Client Staff
The same project work and issues, so the client’s team can answer questions.
No fees or invoices.
Consultant
Only the drawing sets shared with their firm, with markups and the issues assigned to them.
Nothing of the wider programme, other consultants or money.
Contractor
Their tender: documents, addenda, RFIs and their own submission.
Never another bidder’s submission.
Client programmeRiverside House · Read only
PreviewActual Time · Coordinated drawing issue
Task · Staff · Hours
Work programmeIssue deadline
Ground floor planJamie · 18h allowance60% complete
Elevations and sectionsTaylor · 14h allowance · 8h logged25% complete
Consultant coordinationAlex · 8h allowance85% complete
Elevations: 8 hours logged at 25% complete. 24 hours remaining at this pace.
A read-only programme with task progress and the named issue date, projected from the real pace.
Client billingRiverside Family · Client Owner
PreviewFees and billing
| Project | Fee type | Fee / rate | Uninvoiced | Invoiced |
|---|---|---|---|---|
| Riverside House | Fixed fee | $12,000 | $3,93632.8% uninvoiced | $2,400 · 20% |
| Terrace House Interior | Hourly | $165 / hour | $1,4859 hours uninvoiced | $330 · 2 hours |
A Client Owner’s fees, invoiced and uninvoiced work, with connected Xero invoices.
Consultant PortalClearspan Engineering · Riverside House
PreviewShared with your firm
- Drawing review
- A.101 · Ground floor plan
- Issues tracker
- 1 open question
- Access
- Only the drawing sets and trackers shared with Clearspan.
Open drawing reviewOpen issues
The sets and issues shared with one firm, and a place to raise a question.
The contractor portal, with tender documents, RFIs and submissions, is described with Tenders.
Take a closer lookExplore the product views behind this page.
See it for yourself
Open a shared issue and follow the reply back to the project.
Explore the project as an owner, then switch to its client or consultant portal.
Enter with your name and work email. No card required.Tenders
From a document register to a weighted comparison, with contractors in their own portal.