Client Portal Demo
Read-only sample view
Rio Grande Brewing Co.
Demo Client
This is a public sample portal.
Start Your Project
No real client data is shown. Your actual client portal is private and requires a secure login.
Welcome back, Carlos
Here is what needs attention on your website project.
Needs Signature
Website Redesign Proposal
Review and approve the Phase 2 proposal.
Payment Due
Invoice #2026-014
$1,500 deposit due before development begins.
Open Ticket
Beer menu update
In progress. Last updated by your web team.
Active Projects
2
1 in development
Documents
5
1 pending signature
Invoices
$1.5k
currently due
Team Members
3
owner, billing, tech
Project Progress
Website Redesign — Rio Grande Brewing
Active project
Development
Discovery
Design
Development
Review
Launch
Post Launch Support
Documents
Website Redesign ProposalPending Signature
Website Redesign ContractSigned
Maintenance AgreementSigned
Invoices & Payments
Invoice #2026-014Unpaid
Invoice #2026-011Paid
Monthly MaintenancePaid
Team Access
Carlos MendezOwner · Full access
Andrea LopezBilling · Invoices and proposals
James CarterCollaborator · Projects, tickets, files
Your clients get a cleaner project experience.
Every managed website project can include a private portal for proposals, documents, invoices, project updates, tickets, and team access.
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