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.
Watch a client portal in use
A narrated walkthrough: a client portal carrying the workspace's own name and colours, showing that client's tasks, documents and timeline, shared by link rather than by seat.
Read the transcript
- 0:00Clients ask where things stand because the place you track the work is a place they cannot see.
- 0:05In Pathalize each client gets a portal on its own address under your workspace, carrying your name and your colours.
- 0:11Inside it they see their own path, their tasks and their documents, and nothing belonging to any other client.
- 0:17You carry on working where you already work. What you mark done on the path is what they see in the portal.
- 0:22Their own people join that portal as guests rather than as members of your workspace, so nobody gets the run of the place.
- 0:29That is client portals in Pathalize. See it at pathalize.com.
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