ClientProofGet ClientProof running fast
Start with the core workflow: create a project page, publish updates, attach files, and request approvals from one no-login link.
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 milestones and updates, attach files, then share the page link with your client. This gives clients one place to see progress and pending decisions.
Do clients need accounts?
No. Clients can access the shared page directly without signup. This removes the most common adoption barrier in client portal workflows.
Can I track approvals in context?
Yes. Approval requests and decisions stay attached to the relevant deliverables and milestone updates. This preserves a clear audit trail for scope and signoff decisions.
Can I keep internal PM tools?
Yes. ClientProof is the client-facing delivery layer, not a replacement for internal planning tools. Teams usually keep internal PM systems and publish client-facing updates here.