Tasks
Team view
Internal and client-visible tasks in the project.
Client view
Tasks selected for client visibility.
Client portal
Your client sees progress. Your team stays in control.
The OOKI client portal is the shared view of a client project. Your client sees selected tasks, files, service records and invoices. Internal tasks and calculations remain in the team view.
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Collaborate with clear visibility.
Documents
Team view
Files marked as internal or client-visible.
Client view
Shared downloads and a dedicated upload area.
Billing
Team view
Service records and invoices in the work context.
Client view
Document versions made available in the portal.
Bring clients into the right parts of the project.
Team
Organise the project
Structure tasks and documents in the internal workspace first.
- Starting point
- Client assignment
- Outcome
- Complete team view
Project lead
Make a selection
Decide which content the client should see. Internal preparation remains clearly internal.
- Starting point
- Project content
- Outcome
- Defined client view
Client and team
Continue working together
View progress, exchange documents and start the conversation with the same context.
- Starting point
- Shared project view
- Outcome
- A shared reference point
Working together does not mean sharing everything.
Clients need the next step and the right documents, not your entire working folder. In the OOKI portal, make the tasks and files intended for collaboration available to them. Internal notes and calculations remain on the team side.
For example, in a branding project, share the agreed brief and the design ready for presentation. Keep work in progress and internal effort estimates in the workspace. Later, add the approved service record and invoice. Always review the client view in the context of that project.
Questions from agencies and consultancies
How does a client portal help an agency?
The portal gives clients access to project content shared with them. Instead of distributing a brief, deliverable and service record across separate messages, you provide them in the project context. Your team continues to work with its broader internal view.
Does the client see the same interface as our team?
No. The client view focuses on shared tasks, files, service records and invoices. Internal notes and calculations stay in the team view. The visibility of each item matters, rather than project membership alone.
How does the data room relate to the client portal?
The portal is the client’s access point; the data room is its area for project files. Clients can upload documents and download shared files there. Tasks and other project content complement this file exchange in the portal.
How should I introduce a consulting client to the portal?
Start with a specific project and a few clearly named items: the initial brief, the next task and one shared result. Review the client view together. This makes it clear where new documents belong and which version of the work is shared.
Can clients upload documents?
The portal view has an upload area with project and task assignment. Shared downloads appear alongside it.
See the other side.
See in the demo what the team organises and what the client sees within the same project.
Try the demo (DE)