Feature

Secure client status pages without client account logins

Share private read-only status links so clients stay informed while your team keeps internal workflow controls private.

How it works Security Features

What this solves

Client portals often require account setup that adds friction.

Email-only status communication creates repetitive follow-up and confusion.

Teams need to show progress without exposing internal notes.

Step 1

Generate a tokenized read-only link

Each client status page uses a private tokenized URL rather than a public index.
Step 2

Share progress safely

Clients see current stage, key updates, and payment context without edit controls.
Step 3

Rotate or revoke access when needed

Teams can control link lifecycle as part of normal security hygiene.

Show a clean page with stage, latest update, and next step.

In-product view: read-only status page with timeline snippet.

Show where teams manage tokenized links and access lifecycle.

In-product view: status link settings with rotate/revoke actions.

Show clear separation between internal notes and client-visible content.

In-product view: comparison panel internal vs client-visible fields.

Applicant status questions and missing document follow-up consume case-working time.

Project milestones move quickly, and clients expect timely delivery and payment clarity.

Freelancers and small agencies lose delivery time to status emails and manual invoice chasing.

Need cross-feature context? See How it works and Pricing.

Do clients need to create accounts?

No. Clients access status through private tokenized links with read-only visibility.

Can we disable an old status link?

Yes. Teams can rotate or revoke links when access needs to change.

Will clients see internal notes?

No. Internal operational notes stay private to your workspace.

This page should reduce friction concerns around client access and security.