Using the Client Portal
The portal is the home for invoices, proposals, and shared documents. It exists so you do not have to hunt through email threads when you need something important.
What lives in the portal
- Active invoices and payment status.
- Proposals and signed documents.
- Shared project materials and reference files.
When to check it
- Before a scheduled call if you want to review current deliverables.
- When you need a file that was previously shared with your team.
- When you want to confirm invoice or proposal status without asking for an update.
Good habits
- Keep one owner on your side responsible for portal updates.
- Use consistent naming for files and approvals.
- Reply in the portal when the update belongs to the project record.
What to do if something is missing
If a document or invoice is not where you expect it, send a note through the contact page. We can usually point you to the right place quickly.