Client Portal Solution

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

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

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

Why consulting firms need a client portal for monday.com

Many consulting firms already manage their internal work on monday.com. However, client communication, reports and project updates often remain spread across email, shared drives and messaging tools. This can create confusion and slow down collaboration.

  • Communication becomes scattered across different tools
  • Clients frequently check in and ask for current project status
  • Reports and deliverables are shared in multiple places
  • Feedback and approvals get lost in email threads

How consulting firms use a client portal with monday.com

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

Share client facing projects without exposing your monday.com workspace

Choose what clients can access while your consulting firm keeps internal work private. For example:

Clients can access

  • Project progress and milestones
  • Reports and deliverables
  • Shared files and documents
  • 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 consulting firms

Give clients one place to access project updates, reports 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.

Reports and deliverables

Share reports, documents and deliverables 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 reports so comments and decisions stay connected to the right project.

Branded portals

Create a client portal that reflects your consulting firm’s 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 can share project updates, reports, presentations, documents, deliverables, feedback requests and other supported monday.com data through the client portal.

  • Is a client portal useful for consulting projects?

    Yes. A client portal helps consulting firms keep project communication, reports, deliverables and updates organized in one place while giving clients clear visibility into project progress.

Get started

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

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