ClientProofHelp center
Get ClientProof running fast
Start with the core workflow: create a project page, publish updates, attach files, and request approvals from one no-login link.
No-login client accessUpdates + files in one pageApproval trail in contextSetup in minutes
First project setup checklist
- Create your first project and set client-visible milestone names.
- Post one status update per active milestone.
- Attach current files and connect approval requests to the right deliverable.
- Share one persistent link and use it as your default client reference.
Best-practice cadence
- Weekly milestone update
- Midweek file/approval updates
- Friday wrap with next steps
Support FAQs
How do I create my first client page?
Create a project, add updates and milestones, attach files, then share the no-login link.
Do clients need an account?
No. Clients open the shared page directly in their browser.
Can I keep internal PM tools?
Yes. ClientProof is the client-facing delivery layer, not a replacement for internal planning tools.
Can I track approvals with full context?
Yes. Approval events stay tied to the relevant milestone and deliverable context.