Client Access
Work Server

Your client sees the project.
Not just the invoice.

Client Access gives your clients a direct view into their project. They see progress, influence decisions, and stay in the loop — without a single “just checking in” email.

Full project visibility Real-time context Work Server only
The real problem

Most projects don’t fail because of bad work.
They fail because of bad communication.

Think about the last project that went sideways. Was it because your team didn’t know how to do the work? Probably not. It was because somewhere along the way, someone misunderstood something. A requirement was interpreted differently. A decision was made without the client knowing. A small detail was lost in a chain of forwarded emails.

The client asks “how’s the project going?” You say “great, almost done.” But “almost done” means something different to each of you. Two weeks later, you deliver. The client looks at it and says “that’s not what I asked for.”

The work was fine. The communication wasn’t.

This happens because clients are outside the system. They get updates through emails, calls, and messages — filtered, delayed, and stripped of context. They see the result only at the end, when it’s too late to change course.

The solution

Don’t update your client. Include them.

Client Access connects your client directly to their project. They don’t get summaries — they see the actual work. Same project, same information, shared context.

They see the full project
Tasks, progress, timeline, status updates — the client sees exactly where their project stands. Not a report. The real thing.
They influence decisions
When a decision needs client input, they see it in context. They understand the options because they see the project around it. No more “can you explain what you mean?” — the context is already there.
They see progress in real time
No more “where are we?” calls. The client opens the project, sees what’s done, what’s in progress, and what’s next. They know without asking.
They participate in critical moments
Approval needed? Direction unclear? Budget question? The client is right there, seeing the same information your team sees. Decisions happen faster because nobody needs to be “brought up to speed.”
Before & After

Same project. Two different client relationships.

Without Client Access
Client emails: “Any update?”
You write a summary email
Client misreads something
Call to clarify → 30 min gone
Decision delayed by 3 days
Delivery: “That’s not what I meant”
Rework. Frustration. Lost time.
With Client Access
Client opens the project any time
Sees exactly what’s done and what’s next
Context is always visible
Decisions happen inside the project
No lost emails, no misunderstandings
Delivery matches expectations
Trust built, relationship preserved.
How it works

They create an account. You connect them.

1
Client creates a free account
Your client goes to the Work server and creates an account with their email. Same passwordless process — email, PIN, done.
2
You connect them to their project
From your project’s Members panel, you add the client and assign them the Client role. They get access to this project only — not your workspace, not your other projects.
3
They see the project. You work. Everyone’s aligned.
The client opens the project and sees tasks, progress, timeline, and decisions. They participate where needed. You deliver what they actually want — because they were there the whole time.
client-access (work server)
$ project --members "Website Redesign"

Role           Name           Access
──────────────────────────────────────────
Leader         You             full
Member         Maria           full
Member         Nikos           full
Client         Papadopoulos    project view

Client sees: tasks · progress · timeline · decisions
Client cannot: see other projects · manage team · access billing
Why this matters

The hidden cost of “I’ll send you an update.”

Every time you write a project update email, two things happen. First, you spend 15–30 minutes summarising work that already exists inside the project. That’s time you’re not doing actual work. Second, the summary you write is a simplified version of reality. Details get lost. Nuance disappears. The client reads it and forms a picture in their head that doesn’t match what you actually meant.

Now multiply that by every project, every week, every client. The administrative overhead of keeping clients “in the loop” through external communication is enormous. And the irony is: the more you communicate through emails and calls, the more room there is for misunderstanding.

Misunderstandings don’t come from too little information. They come from information without context. An email says “we’re 80% done.” But 80% of what? The client doesn’t see the task breakdown. They don’t see that the remaining 20% is the hardest part. They expect delivery next week. You know it’s three weeks away. That gap — between what the client imagines and what’s actually happening — is where trust breaks.

Client Access eliminates that gap. Not by improving your emails, but by making them unnecessary. The client sees the project. The same project your team sees. The same tasks, the same progress bars, the same timeline. When they have a question, the answer is already in front of them.

Projects that include the client in the process finish faster, require fewer revisions, and produce happier outcomes on both sides. Not because the work is different — but because everyone agrees on what “done” looks like from the start.

What changes

For your team. For your client. For the project.

Your team
Stops writing update emails. Stops scheduling “sync calls.” Stops translating project status into client-friendly language. The project speaks for itself.
Your client
Stops guessing. Stops waiting for updates. Sees the real state of their project any time they want. Makes decisions faster because they have context. Trusts you more because there’s nothing hidden.
The project
Moves faster. Fewer misunderstandings means fewer revisions. Fewer revisions means less wasted time. Less wasted time means the project finishes on budget and matches what the client actually wanted.
Boundaries

Full visibility. Clear boundaries.

The client sees
Their project’s tasks and progress
Project timeline and milestones
Decisions that need their input
Project event log and history
Deliverables and completed work
The client cannot see
Your other projects
Your workspace or team structure
Your billing, usage, or financial data
Other team members’ personal information
Internal notes or private task details
No cost for the client. Client Access is part of the Work server. The client creates a free account — they don’t need to purchase a Usage Pack to view their project.
Best for

Any team that works for clients.

Engineering firms — client sees deliverable progress and approves phases
Creative agencies — client sees campaign status and gives feedback in context
Accounting & consulting — client tracks case progress without calling every week
Service providers — client sees maintenance schedule and completed work
The best update you can give your client
is the one they don’t have to ask for.

Client Access is built into the Work server. Set up your workspace, add your client, and let the project do the talking.

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