Customer Portal
A portal your customers actually use
Magic-link sign-in, project progress, documents, commercial summaries, messaging and approvals — each customer sees exactly their own data and nothing else.
The problem
A $100k customer shouldn't chase updates by voicemail. But most 'portals' are either abandoned or overshare internal data that was never meant to leave the office.
Built for
How it works
Invite
Customers get passwordless magic-link access scoped to their membership.
Follow along
Published milestones, photos-ready document downloads and customer-safe commercial summaries.
Communicate
A message inbox tied to the project, answered by your team on your schedule.
Approve
Approval requests are recorded with timestamps for a clean audit trail.
What's inside
Scoped access
DeterministicSecure documents
DeterministicCost-safe commercial views
DeterministicMessages & approvals
Human approvalCustomers self-serve the answers they call about today, and every shared item is a deliberate publication decision.
See it on your own workflow
A walkthrough of the parts that match how your team sells, builds and services pools. No payment details, no commitment.