At a glance
- Their projects and progress
- Shared documents
- Quotes, contracts and invoices
- Requests and support tickets
- Access to their Knowledge hub sites
- Only what you choose to share
- Access you can expire or revoke
- Every sign-in and access recorded
- Invitation or magic link
- Single sign-on for larger clients
No second system to keep up to date
Many client portals are a separate tool your team has to update by hand. The Perspectiv client portal shows the same projects, documents and invoices your team works on, filtered to what you choose to share, so it is always current.
What to put in a client portal
Not everything belongs in front of a client. Our guide what to share in a client portal covers what helps, what to keep internal and how to roll it out.
Where it lives in Perspectiv
Labels show what opens first in the private beta (Q2 2027), what is being built now, and what is on the roadmap.
- Portals and sites (framework)Planned
One portal framework: clients, suppliers, employees and guests each get their own front door.
- Knowledge hubBeta Q2 2027
Internal, intranet, client and public documentation, with public and restricted published sites.
- Customer supportPlanned
Client tickets, support agreements, SLAs, entitlements, billable support and a customer support portal.
- Project managementComing soon
Projects, programs and portfolios, with budgets, change orders, WIP, profitability and forecasts.
- SalesPlanned
Quotes, services estimates, sales orders, client agreements, invoices to clients and payment tracking.
Questions
Is the client portal available now?
Client portals are planned. Knowledge hub sites, which clients can sign in to, are part of the Q2 2027 beta.
Can we turn off a client’s access?
Yes. Access can be set to expire or revoked at any time, and every sign-in is recorded.
When can we start?
The private beta opens in Q2 2027 with Knowledge hub (intranet and published documentation) and CRM, with the framework underneath. Other modules join as they are ready.