Practical resources · Free to explore

A clearer view.
For your team and your clients.

Let clients see where the project stands, what happens next and what you need from them. Try a simple example of an app built around a shared project.

A project clients can follow.

A client portal can bring together the current stage, next steps, documents and decisions. Explore this fictional architecture project, then switch to the team view to see how an internal workspace could sit alongside it.

Oak House · Kitchen extensionFictional project · Interactive example

Sample client view

Here is where your project stands.

Current stageDesign development
What happens nextLayout review
Your next action1 decision needed
  1. Brief and appointmentComplete
  2. Concept optionsComplete
  3. Design developmentIn progress
  4. Next stageAfter layout review and agreed checks
Sample internal note

Project lead: confirm the consultant’s input before setting the next-stage date. This is team information in a real portal.

The documents for this stage.

Layout review notes · Example document

The kitchen opens onto the garden. The revised layout places storage along the internal wall and keeps a clear route to the dining area.

Please confirm whether the proposed arrangement matches your priorities. These are fictional notes for the demonstration.

Next-stage checklist · Example document

Client layout decision, consultant input and the practice’s checks must be complete before the team agrees the next-stage date.

Sample team document

Internal coordination list: project lead, consultant response and outstanding technical checks.

One decision to keep things moving.

Awaiting your decision

Confirm the proposed layout.

Open the sample layout notes in Documents, then try approving the example.

Check the sample layout notes before trying the approval.

Sample team action

After client confirmation, the project lead checks the outstanding consultant information and agrees the next step.

Everything here is fictional. Example actions affect this page only. The view switch illustrates different layouts; a live portal needs individual accounts and properly enforced permissions.

Behind the screen

The information moves with the project.

Choose what your clients need to see and what helps your team manage the work.

  1. Record progressThe owner maintains the stage and milestones.
  2. Share the right viewClients see their documents and next steps.
  3. Capture a decisionA client response is linked to the project.
  4. Move the work onThe team reviews outstanding checks and assigns the next action.

For more than architecture

A consultancy could share deliverables and approvals. An agency could share campaign milestones. A service business could show bookings, requests and updates.

Explore apps for your customers or team ↗

Built around what you want to offer

Your app could combine a portal with other features, or serve an entirely different purpose: loyalty, ordering, stock, team conversations or another idea.

Explore architecture workflows ↗

What would this look like
in your business?

Bring the idea, the frustration or the process you want to improve. We can explore it in a free fifteen-minute conversation.

Talk it through with Anne ↗