Module · Client Portal
Live client visibility - controlled.
A redacted client-facing view of the project: programme, cost summary, variations, documents, reports - controlled per project, per client. The client sees what you choose to share; nothing else leaks.
Client Portal
Imperial House · Kingsworth Holdings
Stage
RIBA 5
Programme
74%
Variations
£94,750
Forecast
£898k
+1.4% vs target
Programme - week 32 of 43
PC due 14 Dec
Recent updates
Why client visibility is hard
The client wants to see the project. You don't want them to see everything.
Email a screenshot? Stale by Tuesday. Give them access to your tools? They see your internal notes. Most consultancies fall back to monthly reports because the middle ground is too hard.
Monthly reports age fast
You ship a report on the 1st. By the 15th the client has questions about data that's changed. You answer with email; the report is now stale; the client trusts the report less.
Email screenshots leak
A PM sends a cost-report screenshot to the client. The screenshot is in plain Outlook history forever. The internal-only column happens to be visible.
Tool access is too much
Granting the client access to Projavio shows them your internal notes, your variation reasoning, your supplier shortlist. Not what you want.
What's inside
A client-facing surface that respects the line between yours and theirs.
Redacted views
Per-module visibility toggles. Programme on, cost summary yes / no, variations approved-only, documents specific-pack-only.
Per-project, per-client
Different clients get different views. Sensitive client gets summary-only; collaborative client gets fuller detail.
Live data
Every section reads from the live project. Numbers are current; the client never sees stale screenshots.
Variation approval
Clients approve / reject variations through the portal with timestamped audit. The "did they approve it?" question is never ambiguous.
Document pack
Curated client-facing document pack. Drawings, reports, certificates - what you want shared, when.
Client communications
Per-project messaging thread visible to client + project team. The email chain becomes searchable in context.
Who uses it
Built for both sides of the client conversation.
Project Managers
Stop fielding daily "where are we?" emails. Client opens the portal, sees what you want them to see, asks specific questions.
Directors
Strategic clients get strategic visibility; transactional clients get summary visibility. The portal scales the conversation.
Clients
A live read of the project that doesn't require a fortnightly meeting. Trust grows because the data is current and the access is direct.
See a client portal that doesn't leak internal data.
A 30-minute walkthrough on a real project - see the client view live.
Frequently asked questions
How granular is the visibility control?
Module-level toggles per project. Cost report can show summary or detail or be hidden entirely. Variations can be approved-only or all. Granularity expands per roadmap.
Can clients comment / approve through it?
Yes - variation approval, document acknowledgement, programme milestone sign-off all work through the portal with timestamped audit.
Does the client need an account?
Yes - clients have lightweight accounts scoped per project. Multiple client users supported per project.
Can the portal be branded for our firm?
Yes - workspace branding (logo, colours) renders on the portal so the client sees your firm, not generic Projavio chrome.
Connects to
Other Projavio modules that work alongside this one.
Project Reports
Composable monthly project report packs combining cost report, programme, variations, risks and narrative - branded per workspace.
Document Management
Project documents with revision control, status (Draft / Issued / Superseded), shareable issue trail.
Variations
JCT/NEC-aware variation lifecycle: instruction → cost → approval → impact on programme + cost report.
Open the right windows to the right client.
Live visibility, controlled per project, per client.