Half the work of running client projects is telling clients where their project stands. This project agent gives each client a window into their own job, so the "any update?" emails stop and you look more professional doing it. It is for the operator who serves clients one at a time and lives in their inbox: the home builder, the marketing freelancer, the legal practice owner. The live Client Portal Nexus on this page is a working client-facing portal you can clone in one click.
What's Included
- Client portal: each client sees their own job status, milestones, and next steps, with permissions that keep everyone else out.
- AI Agent: ask "which clients are waiting on me?" or "what is due for the Reyes project?" and get a clear answer.
- Milestone tracking: every stage of the job is visible, so clients see progress instead of silence.
- Automation: a scheduled flow updates clients when a milestone is hit, without you sending the email.
- Connected projects: link each client to their jobs and invoices so the full picture stays in sync.
How To Use
- Clone the Client Portal Nexus into your workspace from the embed above.
- Add your clients and their jobs, then share a separate project with each client and set its permissions so they work only in that one.
- Configure the AI agent to answer status questions and surface who is waiting.
- Turn on the milestone automation so clients get updates on their own.
- Stop fielding "any update?" emails and let every client check their job whenever they want.
Explore more client-ready apps in the Community Gallery.