Let’s bring your client into the story.
The client portal is in a small private pilot. Your team chooses what gets shared.
The right work. For the right conversation.
Your internal notes belong with your team. The pilot client view is built around selected work and the feedback around it.
Client Portal · limited private pilot. Ask about the access and workflows currently supported.
I’d like the handoff to have the same care as the work.
A focused view can make the next conversation clearer. The current pilot has selected publications and client feedback; wider availability and broader file workflows are still being developed.
A document prepared inside the workspace is not automatically a published client deliverable. Keep the audience in mind and make sharing a deliberate choice.
Scheduled invoices are planned. Your client pays you separately; HelloFop does not collect their payment.