Client Portal & Collaboration

A Seamless, Professional Experience for Your Clients

Keep your clients in the loop with a secure portal to view budgets, proposals, invoices, and project status. Share files, collect approvals, and receive payments—all in one place.

Feature Screenshot

Blueprint Studio makes client collaboration effortless. Invite clients as users to provide real-time visibility into their project’s status. Clients can review and approve proposals, make payments, comment on items, and access shared files—all in one secure, branded experience. This keeps everyone aligned and reduces endless email threads.

Full Project Visibility

Clients can view budgets, proposals, invoices, and item selections anytime, reducing questions and back-and-forth.

Seamless Communication

Comment directly on proposals, items, and tasks. Keep discussions organized and centralized in one platform.

Approvals & File Sharing

Clients can approve proposals, share files, and receive attachments without messy email chains.

Easy Online Payments

Collect retainer, proposal, or invoice payments directly through the portal for a faster, smoother client experience.