Clients submit requests, watch progress, and approve work in a portal that shows only what’s theirs. Your team keeps its notes, estimates, and back-and-forth private — all on the same record, filtered by who’s looking.
There's no separate 'client version' to keep in sync. Every read path is filtered by role, so a client sees their projects, progress, and approvals — and never your internal threads. Granular roles run from full team access to a read-only guest.
Clients approve estimates and sign off on releases right inside the portal — no email chains, no PDFs lost in an inbox. Every decision is captured on the record with a time stamp, so there’s never a question of who agreed to what.
A 25-minute walkthrough with the Align team — we’ll show you this in the context of the whole loop.