Short answer. A client portal is a separate place where a client signs in to find information and resources about their engagement, within the access provided by the service team.
What does this look like in client work?
A client opens a shared contract and checks project status without joining the internal team workspace.
How should a team use the idea?
Choose one current engagement. Identify the record you maintain, who owns the next action and which information the client needs. Keep the process clear before adding automation or another tool.
Where does Flotick fit?
Flotick connects CRM and delivery records for agencies and freelancers. Read the linked feature guide for supported behavior, permissions and plan boundaries; this definition is not a promise that every possible workflow is automated.
