FeaturesClient Portal
Client experience

A portal your clients actually open.

White-label your domain and logo. Clients see a clean, live view of their project - updates, files, milestones, and feedback threads. Your internal workspace stays completely private.

0status update calls needed per week
67%fewer client emails per project
Customdomain and brand - looks like your studio
Magiclink access - no client password required

What the portal includes

Six surfaces, all connected to your project data.

Project Overview

Live status without the noise

The client sees a clean, real-time view of their project: current status, active milestone, recent activity, and upcoming deadlines. It updates automatically as your team works - no manual status entry. The internal task board, team comments, and contractor discussions are completely invisible to the client.

  • Status updates from real task activity, not manual entry
  • Milestone progress with visual indicators
  • Recent activity feed curated for client visibility
  • Upcoming deadlines surfaced prominently
  • Zero internal noise - team threads stay hidden

Updates

Published posts from your team to the client

Updates are structured posts your team publishes to the client portal. Unlike raw task status, Updates are curated communications: week-in-review posts, milestone announcements, deliverable handoffs. You control what gets published and when. Clients can comment on Updates directly, creating a clean audit trail of client communication.

  • Team writes an update, client sees a polished post
  • Rich text with images and file attachments
  • Client comments thread directly on each update
  • Update history searchable and exportable
  • Email notification sent to client on publish

Shared Files

Deliverables and assets in one place

Every deliverable, draft, and asset shared with the client lives in the portal's Files section. Your team uploads from within the project workspace. Clients access the latest version from their portal. Version history is maintained automatically, so 'can you send me the latest file' emails disappear.

  • Upload from team workspace, visible in client portal
  • Version history maintained automatically
  • Folder organization per project phase or type
  • Client can download but not overwrite team uploads
  • File comments for precise, contextual feedback

Feedback

Inline comments instead of email chains

Clients leave feedback directly in the portal - on updates, files, and project milestones. Comments are threaded, tagged back to your team, and visible in your project workspace. No email chain, no forwarded screenshots. Feedback lives where the work lives, connected to the specific deliverable it references.

  • Comment on updates, files, and milestones
  • Threaded replies keep context organized
  • Comments feed into the team's project workspace
  • Resolve and archive feedback when actioned
  • @mention team members from client comments

White-Labeling

Your brand, your domain, your client experience

The client portal looks like your studio, not a SaaS tool. Upload your logo, set your brand color, and map a custom subdomain. Clients land on your.domain/client-name and see your brand throughout. Agency name appears in email notifications. SyncHq is invisible - the experience is entirely yours.

  • Custom domain: yourco.syncorbit.io or your own domain
  • Logo and primary brand color per workspace
  • Agency name in client email notifications
  • Favicon customization
  • Remove all SyncHq branding from client-facing views

Access Control

Invite-only with magic link access

Clients access the portal via magic link - no password to forget. You control which contacts from a client organization can access the portal. Multiple client contacts can be invited per project. Access is project-scoped: a client for Project A cannot see Project B even if they are in the same organization.

  • Magic link login - no client password needed
  • Multiple contacts per client organization
  • Project-scoped access - no cross-project visibility
  • Revoke access instantly at project end
  • Activity log showing when client last accessed

How it works

Work once, clients see it instantly.

01

Create the project, invite the client

When you spin up a project in SyncHq, a client portal is created automatically. Send the magic link to your client contacts - they access their portal immediately, no account required.

02

Work happens in your workspace, clients see the result

Your team works normally in the project workspace. Task completions and milestones automatically update the portal status. You publish a weekly Update post. Clients see a polished, curated view - never your raw internal state.

03

Feedback loops back into the project

Clients comment on updates and files. Their feedback surfaces in your workspace as a task or comment thread. You respond, mark it resolved, and the portal reflects the action. No email thread, no dropped context.

Why this matters

Replace four client communication tools with one.

Most studios manage client communication across email, Notion, Drive, Loom, and Slack. Every handoff introduces version drift and missed context. The SyncHq client portal consolidates all of it - and it updates automatically as work happens.

Weekly status update emailsPortal updates automatically from task activity
Google Drive shared foldersFile library in the client portal
Email chains for feedbackThreaded comments on deliverables
Notion or Confluence pagesProject overview updated from real data
Slack DMs for quick questionsPortal comment threads

FAQ

Your questions,
answered

Still have questions? Reach out and we will help you figure out if SyncHq is the right fit for your agency.

It is fully white-labeled. You set your logo, brand color, and a custom subdomain (or your own domain), and your agency name appears in client email notifications. Clients never see SyncHq branding in their portal.

Get started

Your first client portal is ready in minutes.

Start a project, invite your client contacts, and share the portal link. No setup, no custom dev work, no white-labeling fee.