Case status with monday.com

Create a client case status
portal with monday.com

Keep managing cases and applications in monday.com while giving every
client a dedicated place to follow progress, see their current status,
provide required information and access relevant documents.

Want to see it in action?
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Client case experience

Give clients one place to follow their case

Keep clients informed throughout longer processes without exposing the
internal monday.com boards your team uses to manage the work.

Progress

Follow the current case status

Show clients where their case stands, which stage they are currently in and how the process is moving forward.

Actions

Requirements and next steps

Make outstanding information, documents and upcoming actions clear so clients know what is needed from them.

Documents

Documents and updates

Give clients access to relevant files, submitted documents and important updates as their case moves forward.

Connected workflow

Keep monday.com internal and give clients their own case view

Your team continues managing cases, applications and internal processes in your monday.com workspace. Client Portal Builder for monday.com turns the relevant case information into a separate client experience without duplicating the workflow in another system.
monday.com case workflow connected to a client case status portal through Client Portal Builder

Case status examples

Useful for client processes that move through defined stages

Use Client Portal Builder with workflows managed in monday work management, monday CRM, monday dev or monday service to give clients a clear view of progress, requirements and next steps.

Immigration cases

Keep applicants informed about their current case stage, outstanding documents, upcoming actions and important updates throughout the process.

Legal matters

Give clients visibility into relevant matter progress, requested information and documents without exposing the internal boards used to manage the case.

Application reviews

Show applicants where they are in a multi-stage review process and make outstanding information, documents and next steps clear.

Advisory processes

Keep clients informed throughout longer advisory or administrative processes involving reviews, requirements, documents and decisions.

How it works

Build the client experience around
your existing case workflow

1. Connect case data

Use the boards that already contain case details, statuses, requirements, documents and other information you want to share with clients.

2. Control client access

Choose which case information, files and actions each client can see or interact with directly through their case status portal.

3. Keep clients informed

Give each client secure portal access while your team continues managing cases and internal processes in monday.com.

External client access

When sharing case boards with clients is not enough

Shareable Boards and other monday.com collaboration options can work well when you want to share a monday.com board with external users or guests who should participate directly in a board inside your internal workspace.

A dedicated client portal is useful when clients should instead see a simpler case experience containing only the status, requirements, documents and actions relevant to them. Learn how to bring one or more monday.com boards into a client portal while keeping the internal case workflow intact.

Separate client experience

Keep your internal workspace internal

Give clients a dedicated interface without requiring them to navigate the case boards your team uses internally.

Client specific information

Show each client what matters to them

Connect portal content to individual clients so they only see the cases, updates and information relevant to them.

Connected workflows

Bring case information together

Combine statuses, requirements, documents, requests and other relevant data from monday.com workflows in one client portal.

No monday.com accounts

Give clients separate portal access

Clients can sign in to their portal without becoming users of your monday.com account or accessing your workspace.

Beyond case status

Support the whole client process in one client portal

Case visibility can also become part of a broader client self-service experience, where clients provide information, submit requests, access documents and take action throughout the process.

Client requests

Collect additional information and structured requests from clients as their case progresses.

Client approvals

Give clients a clear place to review information, confirm details or approve next steps when their action is required.

Client documents

Request required files and give clients access to relevant documents throughout the process.

Client communication

Keep questions, updates and case-related conversations connected to the ongoing client relationship.

Example

Turn a monday.com case workflow
into a client case portal

See how internal case data in monday.com can be turned into a simpler,
more focused client experience with Client Portal Builder.
monday.com client documents board with document requests, statuses, due dates, client uploads and shared files Client document portal showing requested documents, file uploads, shared reports and completed deliverables

Questions and answers

Frequently asked questions for client case status portals

Learn how Client Portal Builder can help you share case progress, requirements, documents and next steps with clients while your team continues managing the underlying workflow in monday.com.

  • Can clients see the status of their case without accessing monday.com?

    Yes. Client Portal Builder gives clients a separate portal where they can see relevant case information, statuses, documents and next steps without accessing your monday.com workspace.

  • Can each client see only their own case information?

    Yes. Portal content can be connected to individual clients so each client only sees the cases and information relevant to them.

  • Can clients upload documents or provide information through the portal?

    Yes. Clients can upload files, update selected information and submit requests depending on how you configure the portal and your monday.com workflow.

  • Can we keep managing the full case internally in monday.com?

    Yes. Your team continues working with the existing boards, automations and internal processes in monday.com while the portal presents a separate client-facing view.

  • Can the portal show different content depending on the case status?

    Yes. Pages and sections can be shown or hidden using monday.com status values, allowing the portal experience to change as a case moves through different stages.

  • Do clients need a monday.com account?

    No. Clients access the portal separately using credentials or Google login and do not need a monday.com user account or seat.

Client Portal Builder for monday.com

Give clients a clearer view of their case status in a client portal

Build a secure client case status portal connected to your monday.com workflows and give clients access to the progress, information and next steps relevant to them.