Client Portal Solution

Create a client portal for
your service business
on monday.com

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

Looking for a more specific industry solution on monday.com?
Find more client portal solutions for your workflow.

Why service businesses need a client portal for monday.com

Many service businesses already manage their internal work on monday.com. However, client communication, project updates and shared files often remain spread across email, shared drives and messaging tools. This can create confusion and make client work harder to manage.

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

How service businesses use a client portal with monday.com

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

Share client facing work without exposing your monday.com workspace

Choose what clients can access while your service business keeps internal work private. For example:

Clients can access

  • Project progress and milestones
  • Documents and deliverables
  • Reports and shared files
  • 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
Client portal connected to monday.com showing document requests and completed inspection reports

See a file exchange client portal built in 5 minutes with monday.com

Follow the Westwood Inspections example from workspace setup to published portal. Watch the complete build, learn how the internal workflow pipeline and the portal are connected, and explore the finished client portal.

Features

Client Portal features built
for service businesses

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

Client communication

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

Files and deliverables

Share documents, reports and project files 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 on deliverables and documents so discussions stay connected to the right project.

Branded portals

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

  • Can service businesses 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 service businesses share in a client portal?

    Service businesses can share project updates, documents, files, deliverables, reports, feedback requests and other supported monday.com data through the client portal.

  • Is a client portal useful for service businesses?

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

Get started

Build a Client Portal for your service business on monday.com

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