Client Portal
Client Portal Software with Shareable Project Links
Every Droova project has a Share button that generates a public link your client opens in their browser without creating an account. The link is branded with your logo and company name, clients approve deliverables right on the portal, and files move both ways between your team and the client.
Prefer to try before you commit? On the demo, bring one live project. We set it up on Droova for you, so you test it on real work, not a sandbox.
Client portal walkthrough coming soon
A 60-second narrated screen recording lands here.
What it does
- Shareable project link. Generate a public link for any project. The client does not create a Droova account to view it.
- Optional password. Set any password and the client enters it when opening the link.
- Optional expiry date. The link becomes inaccessible after the date you choose.
- Your branding, automatically. Your logo in the header and your company name in the footer, so the client sees your brand. Your custom colors apply inside the app; the portal itself uses Droova’s default styling.
- Task list with status badges. The client sees project tasks and their status. The team chooses whether to expose subtasks.
- Client deliverables with approval. Mark any task as a client deliverable. When it is completed, the client sees Approve and Request changes buttons on that task in the portal.
- Signed approvals on the record. To approve or reject a deliverable, the client enters their name and email. Your team keeps a record of what was approved or rejected, and by whom.
- Two-way file sharing. The client uploads files for the team (logos, brand guide, source assets), and the team uploads files and marks them visible on the portal (a contract, a brief, anything you want the client to see).
- Team member list. Names, avatars, and roles of the people working on the project.
- Project contact info. Shown on the portal if you have set it.
- Task-level and project feedback. Each task has a "Leave feedback" button, so the client can give feedback on a specific task or on the project as a whole. It appears on the team side instantly, in your Feedback panel (New, In Review, Resolved).
- AI triage into tickets. Droova’s AI reads each piece of client feedback and flags whether it should become a ticket. If it should, your team creates the ticket and assigns it in one click, straight from the feedback.
- Visitor tracking. Your team sees when the portal was opened and how many times. Once a client identifies themselves by leaving feedback or approving a task, their name and email are recorded too.
- Light or dark mode for the client. The client can switch the portal theme without affecting your team’s view.
- Polls for updates. The portal checks every 25 seconds for new files and visibility changes, so the client sees updates without a manual refresh.
What it does not do
Straight scope, so you know exactly what you are getting.
- Clients cannot edit task content, change task status freely, or rename the project. Their actions are limited to approving or rejecting deliverables, leaving feedback, and uploading files.
- Task feedback is a single message, not a back-and-forth chat thread on the task.
- Clients do not receive emails when something updates. They open the link again to see changes.
- The portal link does not run on your custom domain. It lives at a Droova generated address.
- No page-by-page click analytics. Your team sees visit counts and timestamps, but not which sections the client viewed.
- When a link expires, it is not extended automatically. The team regenerates the link manually.
Who it is for
Agencies, studios, and consulting firms who want to keep clients informed without onboarding them to a project management tool.
Who it is not for
Teams who want clients working fully inside the workspace, editing tasks, managing the project, or joining internal discussions. For that, you would invite the client as a team member instead, which has different access implications.
How it works
- 1 Open the project you want to share.
- 2 Click "Share Project" in the top right.
- 3 Toggle Share Enabled.
- 4 Optionally set a password and an expiry date.
- 5 Copy the link.
- 6 Send it to the client through your existing channel (email, Slack, proposal).
How it compares
| Droova | ClickUp | Notion | |
|---|---|---|---|
| Client signup required | No | Yes (guest seat) | Yes (account) |
| Branding on the client view | Your logo and company name | Limited to logo and one color | Workspace name only |
| Client can edit tasks | No editing (can approve deliverables) | Allowed for guest seats | Allowed with edit access |
| Password and expiry on the link | Both built in | Limited | Limited |
Frequently asked questions
Does my client need to create an account?
No. The portal is anonymous. The client opens the link, optionally enters a password if you set one, and sees the project.
Will my client see my other projects or my CRM?
No. The portal is scoped to the single project you shared. Your other work, your team’s internal notes, and your CRM are not visible.
Can clients approve deliverables on the portal?
Yes. Mark a task as a client deliverable. When it is completed, the client sees Approve and Request changes buttons on that task. To submit either, the client enters their name and email, so your team keeps a record of who approved or rejected each deliverable and when.
Can files move both ways between us and the client?
Yes. The client uploads files to the project from the portal, and they appear in your Client Files panel. Your team can also upload files and mark them visible on the portal, so the client sees things like the contract or the latest deliverable.
Can clients leave feedback on a specific task?
Yes. Each task has a "Leave feedback" button, so clients can give feedback on a specific task or on the project as a whole. It appears on the team side instantly. Droova’s AI then flags whether the feedback should become a ticket, and your team can create and assign that ticket in one click.
What happens if I revoke the link?
The link becomes inaccessible immediately. Anyone who already opened it loses access on their next page load. If you want a new link later, you regenerate one and the old one stays dead.
Can clients see the portal on their phone?
Yes. The portal is responsive and works in mobile browsers.
Built for your kind of team
See how the client portal works for the way you run client work.
See it on your own project
Book a 30-minute demo. Bring one active client project and we will set it up on Droova for you, so you can try the workflow on real work before you decide.
Book a 30-min demo