Client Portal Solution

Create a client portal for
consulting projects
on monday.com

Turn your monday.com workspace into a client portal where clients can
view project updates, access reports and documents, and
collaborate without exposing your internal boards.

Not running consulting projects on monday.com?
Find more client portal solutions for your workflow.

Why consultants need a Client Portal for monday.com?

Many consultants already manage their internal work on monday.com. However, client communication often happens outside the platform through email, shared drives, or messaging tools. This often creates confusion and slows down project collaboration.

  • Communication becomes scattered across different tools
  • Clients frequently ask for project status updates
  • Documents and reports are shared in multiple places
  • Feedback gets lost in long email threads

How consultants use a monday.com Client Portal?

Consultants use Client Portal Builder for monday.com to create a more organized, branded, and transparent client experience. Instead of sending constant updates by email, clients can log in to the portal and see the latest information from the monday.com workspace.

  • Sharing project updates and engagement milestones
  • Providing access to reports and project documents
  • Sharing presentations and deliverables
  • Collecting feedback and approvals from clients

Features

Client Portal features
built for consultants

Give clients one place to access updates, files, and deliverables
without exposing your internal monday.com workspace.

Client communication

Keep conversations, updates, and files in one place so client communication stays organized and easy to follow.

File sharing

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

Project visibility

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

Access control

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

Client feedback

Collect feedback on reports, presentations, and deliverables in context so discussions stay connected to the project.

Branded portals

Create a client portal that reflects your consulting brand and presents projects in a clear professional experience.

Can consultants 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 consultants share in a client portal?

Consultants typically share project updates, reports, presentations, documents, and deliverables. Almost anything that exists on a monday.com board can be shared through the client portal.

Is a client portal useful for consulting projects?

Yes. A client portal helps consultants keep project communication, documents, and updates organized in one place while giving clients clear visibility into project progress.

Get started

Build a Client Portal for your consulting projects on monday.com

Share updates, reports, and project documents with clients while keeping your internal workflows organized inside your monday.com workspace. Start building your client portal today.