TEZ CLIENT PORTALS

Give clients a clear view of the work.

Share selected updates and files, receive requests, and review deliverables in a dedicated client portal. Keep attention on what needs to happen next.

Get started Explore the workflow

Client portal

GLOBAL INC / YOUR PROJECT

Good morning, Alex.

Here’s what’s ready for your attention.

1 Review requested2 Shared files

LATEST UPDATE · RIN PARK

Ready for the walkthrough

The scope is confirmed. We’re reviewing the launch checklist ahead of Friday’s meeting.

Portal launch checklistShared for review · 12 Nov

Review

Agreed project scopeApproved · Version 2

Final

CONNECTED IN TEZ

The right information, in the right place.

Global Inc’s client sees the Friday launch update and the checklist shared for review, with the context needed to respond.

SELECTED DELIVERABLES

Bring the review material together.

Keep project files organized and choose the material your client needs. Present a focused set of deliverables instead of asking them to find the latest version in a long conversation.

The launch checklist is ready for review alongside the latest project update.

Launch workspace

TEAM FILES / CLIENT DELIVERY

The brief, readiness tracker, and client presentation.

Client portal briefSam Rivera · Today, 9:12 AM

Docs

Launch readiness trackerLiya Morgan · Today, 10:18 AM

Sheets

Friday client updateRin Park · Yesterday

Slides

Portal ideasDelivery team · Yesterday

Board

CLIENT CONVERSATIONS

Keep the next review moving.

Bring client guests into a call when a deliverable needs discussion. Use the agreed decisions to plan the next stage of work.

Sam and the team walk through Global Inc’s portal with the client.

Client portal kickoff

12:48

Meeting in progress 4 participants

You

Liya Morgan

Sam Rivera

Alex Morgan

Rin Park

Next meetingClient walkthrough · Friday, 10 AM

KEEP THE WORK CONNECTED

Meet Projects Client Management

Bring your clients closer to delivery.

Start with Tez