Client portal
Give clients a seat — not another status email.
A white-label portal for project progress, documents, forms, chat, invoices, hours, and CSAT. Accountability without the inbox chaos.
No card · Live in minutes
Shared
source of truth
Faster
client decisions
Client portal · Helix
Health
On track
62% complete
Sound familiar
Three questions worth asking first.
Where Kestrio differs
Most client portals are a read-only file drop. Kestrio takes approvals, tickets, and CSAT back into the work.
Writing the same status email to five clients every Friday?
Sign-off and feedback scattered across inbox threads?
Clients asking, again, what exactly they were billed for?
What's included
What you get.
Clients check status without asking you.
Project, sprint, team, and status views for clients
Feedback and sign-off land where work happens.
Documents, forms, chat, and action approvals
Clients can raise a ticket and rate it.
Portal tickets and CSAT submission
The portal wears your brand, not ours.
White-label portal builder configuration
What the client sees
- Project views
- Sprint views
- Team views
- Status views
- Documents
- Forms
- Chat
- Action approvals
- Portal tickets
- CSAT submission
- Invoices
- Hours
In the same layer
Keep going.
Accounts
Active
48
Contacts
212
This month
6 new
Accounts & contacts
Client organizations and people
Portfolio health
Active
24
On track
18
At risk
4
Northstar ERP rollout
On trackHelix onboarding
On trackAtlas data migration
At riskProjects & tasks
Plans, milestones, budgets, baselines
Sprint 14 · Northstar
Velocity
32 pts
Remaining
4 days
Done
9 / 16
To do
In progress
Done
Agile
Sprints, epics, boards, velocity
What can a client actually see?
Project, sprint, team, and status views, plus documents, forms, chat, invoices, and hours — all set in the portal builder.
Can clients approve things?
Yes — the portal carries action approvals alongside documents, forms, and chat, so sign-off happens against the work instead of in an email thread.
Is it white-labelled?
The portal builder configures a white-label portal, so the client experience carries your firm, not ours.
Put client portal on your ledger.
Set it up on a real engagement and see it against your own numbers. Start free, or [email protected]