CoreClients · Use case

A portal for every project.

Share live project status, updates, files and invoices on a single branded link.

In short

A project portal is a branded page that shows a single project’s status, updates, files and invoices to its stakeholders. CorePath generates a portal per project so clients can self-serve the latest progress, reducing status meetings and email back-and-forth.

Fewer status meetings

When clients can check progress themselves, you spend less time writing update emails and more time delivering.

  • Live project status and milestones
  • Pinned updates visible to the client
  • Shared files and deliverables
  • Project invoices in one place
  • Branded and optionally password-protected

Frequently asked questions

What is a project portal?+

A branded page showing one project’s status, updates, files and invoices, so stakeholders can see progress without asking.

How is it different from a client portal?+

A client portal spans everything for a client; a project portal is scoped to a single project. CorePath supports both.

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