Client collaboration
A shared workspace clients are willing to open
Give clients a clean, permissioned view of their project — progress, files, decisions and questions — without exposing your internal workings.
The portal problem
Client portals fail for a predictable reason: they ask a busy person to adopt a new tool in order to do you a favour. If the portal is slower than replying to an email, they will reply to the email, and your record of the project drifts back into someone's inbox.
So the bar is not features, it is friction. A client should be able to open a link, understand where the project stands in about ten seconds, approve the thing waiting for them, and leave. No training, no seat licence, no hunting for the right tab.
Projexio is built to that bar. The shared view is deliberately narrow — what is done, what is next, what needs you — and everything else stays internal. Clients use it because it is faster than the alternative, which is the only durable reason anyone uses anything.
Capabilities
What client collaboration gives you
Internal and shared, clearly separated
Every comment, task and file is either internal or shared. Margin notes, resourcing debates and draft work stay on your side of the line.
Threaded feedback on the actual deliverable
Comments attach to the file or milestone they concern, so feedback arrives with context instead of as a paragraph describing a screenshot.
Decision log
Answered questions become a searchable record. New stakeholders can read why the approach is what it is without a re-litigation meeting.
Client access without a licence fee
Client collaborators do not consume a paid seat. Inviting the person who signs off costs you nothing and removes the main reason portals go unused.
Where this matters most
- Keeping a non-technical client oriented through a long build
- Working with a client team spread across several time zones
- Onboarding a new stakeholder mid-project without losing a week
Who relies on it
- Independents & freelancersProfessional client-facing delivery without the admin overhead of a full agency stack.
- In-house teamsOne plan spanning internal teams and external vendors, with permissioned access and a documented approval trail.
- Clients commissioning workCurrent progress, the decisions waiting on you, and a written record of everything you approved.
Next
Related capabilities
Milestones & approvals
Turn scope into named milestones with acceptance criteria, then capture approval as a timestamped record instead of a buried email.
Read moreReporting & analytics
Portfolio dashboards for the numbers that decide whether the business works: on-time delivery, utilisation, budget variance and revenue at risk.
Read moreReady to run client work with less friction?
Start a 14-day trial on a real project. No card required, no feature restrictions, and unlimited free client collaborators from the first day.
Questions first? Email support@projexio.org and a person will reply.