RatioSign in
Back to documentation
Client Journey1 min readUpdated 2026-03-27

Client portal, messaging, and deliverables

What clients can see, how portal messaging works, and how to share files without losing control of the delivery trail.

What the client portal is for

The client portal should reduce status emails. It gives the client one place to review invoices, proposals, contracts, projects, messages, and deliverables.

  • Project visibility
  • Milestone progress
  • Messages
  • Deliverables and file access
  • Account and billing context

Use messaging for operational clarity

  1. 1Keep decisions and updates in the portal when possible.
  2. 2Reply from the client record so the team sees the same thread.
  3. 3Use unread badges and timelines to avoid dropped follow-up.

Deliverable sharing

Files should stay controlled

Treat the portal as the delivery ledger. If a file matters commercially or operationally, share it there instead of relying only on ad hoc email attachments.