Fit checker

Is the Client Portal Builder right for your monday.com workflow?

Answer a few simple questions to find out whether a structured client portal is the right way to share monday.com information with clients, customers, partners, vendors, or other external users.

Your answers are processed in your browser and are not submitted by this widget. No signup required. No technical questions. No sales call needed.

Check your monday.com use case in about one minute

The assessment looks at your monday.com setup, external access, visibility, interaction, and current sharing process.

  • Eight simple questions
  • No technical knowledge required
  • No email required to view your result

Need to validate your actual monday.com setup?

The fit checker helps you understand whether a client portal is likely to make sense for your workflow. If your board structure, visibility rules, or client access requirements are more complex, our optional Proof of Concept professional service lets us review your real monday.com setup with you before you try to configure everything yourself.