External project portals give clients self-service access to progress, files, and communications—while protecting your sensitive operational data and margins.
Transform client relationships from constant status requests to confident collaboration. Clients see what they need when they need it, and your team stays focused on profitable delivery instead of endless updates.
Built for project-based teams in Creative Agencies, AEC Firms (Architecture, Engineering, Construction) & Consulting
Your internal portal captures everything—TRC™ tracking, budgets, process compliance, team communications. Your external portal shares exactly what clients need—progress updates, shared files, portal messages—while protecting sensitive margins and operational details.
Below are some challenges you might be facing without an organized project dashboard:
Communication breakdowns are a common occurrence for teams that have a lot to keep track of and can negatively impact project timelines.
It can be difficult to make key information readily available to those who need it, which might lead to challenges in identifying and addressing issues promptly.
Without a tool to help plan, prioritize, and delegate, teams may experience missed deadlines, rushed work, and increased stress.
Reporting on key metrics and making data-based decisions is tricky without a project tool to help, and can cause missed opportunities for improvement.
WorkflowTitan uses encryption and access controls to protect your files, ensuring data confidentiality and integrity.
Experience seamless collaboration under our centralized platform for sharing, storing, and commenting on documents.
With access controls and permission settings, administrators can manage user privileges with ease.
With password authentication and un-discoverable links, only authorized users have access to your files.
Keep sensitive internal data protected while giving clients visibility into their project progress and deliverables.
Transparency builds confidence. When clients can see progress in real-time, they trust your process and stop micromanaging.
Self-service access means fewer status emails, unnecessary meetings, and interruptions to your team's productive work.
Calendar/List view of tasks filterable across teams and projects
→ See what teams are focused on and when
TRC To-Dos capture Time, Revenue, Cost against tasks and budgets
→ Measure if teams are following the plan
Open (forecasted), Closed (actual), Cancelled (ignored) status
→ Know budget burn and margin impact as it happens
High-level organizational view with team-scoped detail
→ Strategic oversight without micromanagement
Leadership finally has reliable visibility into whether the organization is executing its strategy on schedule, on budget, and with expected margins—something neither accounting software nor project management tools can provide.
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