Branded Experience
Your logo, your colors, your domain. Clients see a professional portal that looks like yours, not a generic tool.
Client Dashboard
Clients see a clear progress dashboard — what's done, what's next, and what needs their input. No more "where are we?" emails.
Document Sharing
Share deliverables, contracts, and reference docs in one organized place. No more digging through email threads.
Task Assignments
Assign tasks to both team members and clients. Everyone knows what they're responsible for and when it's due.
Automatic Updates
Clients get notified when tasks are completed, documents are uploaded, or their input is needed. Zero manual follow-up.
Access Controls
Control exactly what clients can see. Internal notes and team discussions stay private. Clients see only what you share.
How it works
Create a Portal
Name your project, add your branding, and configure what clients can access. Takes about 2 minutes.
Add Tasks & Documents
Use a template or create tasks from scratch. Upload documents, set deadlines, and assign owners.
Invite Your Client
Send a one-click invite. Clients get their own login and see a clean dashboard of their project progress.
Client Experience: Before vs After
Without Pathalize
- Status updates buried in email threads
- Clients asking "where are we?" every week
- Documents scattered across Drive, Slack, and email
- Manual progress reports that take hours
With Pathalize
- One dashboard shows project status at a glance
- Clients self-serve their own progress updates
- Everything organized in one branded portal
- Automatic progress tracking saves hours weekly