Client portal

Give every client
one place to see the work.

Your clients sign in with a code and find their projects, what waits on them, what to sign off and what to pay. In your studio’s brand, showing only what you chose to share.

Illustrative preview · What waits on the client, in one list.

01Their home

Show what is new.
And what waits on them.

The portal opens on what changed since the client’s last visit and what needs them: a deliverable to sign off, an invoice to pay, a question to answer. Each item opens the work it belongs to.

  • New since their last visit
  • Waiting on you, in one short list
  • Their projects, with the plan and its milestones
  • Their account manager named and reachable

Illustrative preview · Based on Tamaam’s current module UI.

02Sign-offs

Approve a deliverable.
Without a chain of emails.

A deliverable waits for the people who decide. Ask for one of them or all of them; each approval is recorded with its name and time, and the milestone moves the moment it is signed off.

  • One or several deciders per client
  • Approvals recorded person by person
  • Comments on a deliverable or a file
  • The project updates as soon as it is approved

Illustrative preview · Based on Tamaam’s current module UI.

03Billing

Pay what is due.
See what was paid.

The client reads the same invoices your Finance team sends. They pay by card through Stripe or PayPal, and the payment lands on the invoice for everyone at once.

  • Invoices from Finance, never a copy
  • To pay, late and paid in plain words
  • Card payments through Stripe or PayPal
  • A receipt and the invoice always at hand

Illustrative preview · Based on Tamaam’s current module UI.

04Requests

Ask in the right place.
Know what happens next.

A client chooses what they need: a question, a change to the scope, a problem or something you need from them. A change is priced and signed before it starts, and every request shows where it stands.

  • Four kinds of request, each with its path
  • Scope changes priced, then signed
  • Sent, seen, in progress and answered
  • Requests land in your team’s triage

Illustrative preview · Based on Tamaam’s current module UI.

05Access

Share what you choose.
Keep the rest inside.

You add each person who may sign in. They enter with a code sent to their work email, and a forwarded link from anyone else is refused. Switch each part of the portal on or off per client.

  • Sign-in by a code, a password on top if you want one
  • Only the people you added
  • Each part switched on per client
  • Costs, margins and internal notes never shown

Illustrative preview · Based on Tamaam’s current module UI.

06Nefer in the portal

The week’s update, drafted.
Sent by the account manager.

Nefer reads the week’s work on the project and drafts the update: what was done, what comes next and what waits on the client. The account manager edits it and sends it.

  • Drafted from the project’s own records
  • Done, next and waiting on them
  • Edited and sent by a person
  • Nothing reaches the client on its own

Illustrative preview · Proposals wait for your review.

Let your clients see
the work you do for them.

One place for what is new, what to sign off and what to pay. Fewer emails asking where things stand.

Early access is openFounding members pay 30% less in year one