ABRAM
v1.2.0

Client Portal: Project Visibility, Approvals, and Payments for Every Client

Welcome to the latest release of the Automated Booking and Resource Allocation Management network. This update introduces the Client Portal, a branded hub where your clients can track project status, review and approve deliverables, request new work, and pay invoices, all from a single secure link with no account or password required.

Here is everything new, improved, and ready to use in this release.

1. Client Hub & One-Link Access

Every client now gets a private, on-brand dashboard scoped to only the projects you share with them.

  • Single Secure Link: Link one or more projects to a Client record and generate a unique, cryptographically random portal link. No client account or password to set up, reset, or manage.
  • Lightweight First Visit: The first time a client opens their link, they enter their name and email. That's the entire onboarding flow.
  • Optional Email Verification: Require a 6-digit verification code for an extra layer of confirmation before sensitive projects become viewable.
  • Client Hub Overview: A single landing page listing every project shared with that client, with live status, switchable between card and list view.

2. Configurable Project Dashboards

Per-project views built for clients, with every surface controlled by your team.

  • Overview: High-level project status and details.
  • Timeline: Key dates and milestones.
  • Run of Show: A read-only version of the day's schedule, with internal camera, audio, and crew notes stripped out.
  • Call Sheets: Summarized call sheet details for shoot days.
  • Scheduling & Stripboard: A client-safe view of the shooting schedule with internal production details, like equipment and logged time, removed.
  • Per-Project Toggles: Turn each surface on or off independently for every project. Nothing is visible until you explicitly enable it.

3. Deliverable Review & Approval

Real, logged approvals in place of scattered email threads.

  • Approve or Request Changes: Clients respond directly from the portal with a signer name and notes, creating an attributable, timestamped record.
  • Revision History: Full history per deliverable, with feedback threaded to the specific revision it was left on.
  • Granular Visibility: Control visibility per deliverable and per milestone. New items stay private until you explicitly share them.

4. Discussion & Feedback

  • Chat-Style Comment Threads: A lightweight thread per project and per deliverable, with client messages and your team's messages clearly separated.
  • Scoped Conversations: Comments on a specific deliverable revision stay tied to that revision, while general project discussion has its own stream.

5. Client Project Requests

  • Custom Intake Forms: Clients can submit new project or job requests using a form you design, combining standard fields (title, budget, dates) with your own custom fields.
  • Direct-to-Inbox Routing: Requests land in your team's inbox for review, so new work no longer arrives buried in an email chain.

6. Quotes, Invoices & Online Payments

  • Quote Accept or Decline: Clients can view and respond to quotes right inside their portal.
  • Accepted Quotes Become Invoices: Once accepted, a quote converts to an invoice the client can pay online in the same place, with no separate payment link.

7. Security & Access Control

  • No Client Accounts: Access is always a single random link. Nothing for a client to remember or reset.
  • Full Visit Logging: Every portal visit is recorded with name, email, and timestamp.
  • Instant Link Regeneration: Revoke a client's existing link and issue a new one at any time.
  • Strict Need-to-Know Scope: Clients never see your internal team roster, budgets, or any project they aren't linked to, unless it's explicitly surfaced through a quote or invoice you send.

8. Always-Live, Not a Snapshot

The Client Portal reads and writes the same project, deliverable, milestone, comment, request, quote, and invoice records already in your workspace. There is no separate portal database and no export step.

  • Real-Time Sync: Client approvals, comments, and requests appear on your side the moment they happen, with no refresh or polling required.
  • Immediate Visibility Changes: Flip a surface or deliverable from hidden to shared and that is what the client sees on their next page load.
  • Automatic Payment Reconciliation: When a client pays an invoice, the payment status updates on both sides without manual entry.
  • One Trust Boundary: A single dedicated gateway sits between the public internet and your workspace data, explicitly defining which fields a client can read or write. Nothing else is reachable.