Client Portal Solution

Create a client portal for
your architecture firm
on monday.com

Turn your monday.com workspace into a client portal where clients and project
stakeholders can follow project progress, access drawings and documents,
and provide feedback without exposing your internal boards.

Not running an architecture firm on monday.com?
Find more client portal solutions for your workflow.

Why architecture firms need a client portal for monday.com

Many architecture firms already manage their internal project work on monday.com. However, client communication, drawings, approvals and project updates often remain spread across email, shared drives and other tools. This can create delays and make it harder for clients to know what is current.

  • Project updates are scattered across monday.com and email
  • Clients frequently check in and ask for current project status
  • Feedback and approvals on drawings get lost in email threads
  • Drawings and project documents are shared in multiple places

How architecture firms use a client portal with monday.com

Architecture firms use Client Portal Builder for monday.com to create a more organized and transparent project experience for clients and stakeholders. Instead of sending updates and files across different tools, clients can access the latest project information directly from the monday.com workspace.

Share client facing projects without exposing your monday.com workspace

Choose what clients and project stakeholders can access while your architecture firm keeps internal work private. For example:

Clients can access

  • Project progress and milestones
  • Drawings and documents
  • Reports and documentation
  • Feedback and approval requests

Stays in monday.com

  • Internal tasks and planning
  • Team notes and discussions
  • Resource and workload planning
  • Other clients and internal boards

Features

Client Portal features built
for architecture firms

Give clients one place to access project updates, drawings and documents
without exposing your internal monday.com workspace.

Client communication

Keep conversations, updates and files in one place so communication with clients and project stakeholders stays organized.

Drawings and files

Share drawings, reports and project documents through a single client portal instead of multiple file sharing tools.

Project visibility

Let clients follow project progress, timelines and milestones directly in the portal without repeatedly asking for updates.

Access control

Give each client access only to their own projects while keeping internal boards and workflows private.

Client feedback

Collect feedback and approvals on drawings so comments and decisions stay connected to the right project.

Branded portals

Create a client portal that reflects your architecture firm’s brand and presents projects in a clear, professional experience.

  • Can architects create a client portal in monday.com?

    Yes. With Client Portal Builder for monday.com you can create a secure, branded client portal connected to your workspace.

  • Do clients need a monday.com account?

    No. Clients can access the portal without entering your internal monday.com workspace.

  • What can architecture firms share in a client portal?

    Architecture firms can share project updates, drawings, reports, files, milestones, feedback requests and other supported monday.com data through the client portal.

  • Can clients review drawings and provide feedback in the portal?

    Yes. Architecture firms can share drawings and files with clients, collect feedback and connect approval actions to their monday.com workflows.

Get started

Build a Client Portal for your architecture firm on monday.com

Share updates, drawings and project information with clients while keeping your internal workflows organized in monday.com. Build a secure, branded portal for your architecture firm today.