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People, Strategy & Work

Client Portal

An external project and customer workspace for secure access to deliverables, invoices, documents, meetings and support.

Connected by design

Client Portal

Works with shared identity, permissions, records, search, notifications, automation and governed AI.

Identity Shared
Access Scoped
Records Connected
Automation Ready

Business context

Connected

Permissions

Inherited

Workflows

Automatable

AI access

Governed

Product capabilities

Capabilities working together.

Focused product depth without separating the work from the rest of your WRNexus business context.

Product value

What it provides

  • External collaboration without internal access
  • Branded experience
  • Secure record sharing
  • Self-service status
Included tools

Core capabilities

  • Branded dashboard
  • Projects
  • Milestones
  • Files
  • Invoices
  • Payments
  • Contracts
  • Tickets
  • Messages
  • Meetings
  • Approvals
Everyday experience

Product workspace

  • Portal Home
  • Projects
  • Files
  • Billing
  • Contracts
  • Support
  • Messages
  • Meetings
  • Profile

Designed for real work

Where this product fits.

Use it as a focused starting point or as part of a broader connected workflow.

Workflow examples

Common use cases

  • Project delivery portal
  • Customer billing portal
  • Service client portal
Designed around

Who it is for

  • Customers
  • Clients
  • Partners
  • External stakeholders

People, Strategy & Work

See how this product fits your operating model.

Review requirements, connected records, integrations and rollout with the WRNexus team.

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