Secure Client Portal
Team & Client Experience

How do I provide clients with a secure portal for project files and real time progress updates?

The best way to handle client transparency is through limited acces to your project board. When clients can see your progress and access files without emailing you, you eliminate the status update bottleneck and increase client confidence.

Stop the endless chain of where do we stand emails and lost attachments.

Discover how a self service client experience increases trust and frees up your team to actually do the work.

Replacing Email with Transparency

It's common to manage client updates through a messy mix of email threads and shared folders. You might even spend the occasional afternoon sending manual status reports just to keep clients calm. This fragmented approach makes you look disorganized and wastes hours of billable time.

The solution is providing secure client access to your project. Instead of pushing updates via email, you provide a free, limited login to your client and access to the project board. This real time view shifts the relationship from one of constant questioning to one of total confidence.

When files and progress live in one secure spot, the client becomes a partner in the process. They can upload documents and download deliverables instantly, as well as participating on the task level discussion threads. This greatly increases customer satisfaction.

How Do It By The Hour Solves This

DoItByTheHour.com provides client access through a free account, along with the ability to grant or limit access through standard team management.

  • Real Time Progress Tracking
    Clients see their project and the progress on each task, with the ability to offer feedback if allowed.
  • Secure Document Hub
    Centralize all project files in one place so clients can access deliverables without digging through their inbox.
  • Self Service Access
    Reduce administrative overhead by letting clients manage their own project visibility and file downloads.

There's A Better Way

Want to see the benefits of a fully integrated system for yourself?

You can use all of our features for 30 days, no credit card required.

You can even use Stripe to get paid.

Explore The Features