Client portal

Keep clients informed without another status call.

Give customers a branded, guided view of what is done, what is needed, what happens next, and where to get help.

Shared launch plan

Acme Corp onboarding

Target go-live · 15 Nov

Private workspace

Your tasks

2 pending

Approve requirements

Completed · Sarah Chen

Upload SSO configuration

Due 8 Nov · IT owner

Review UAT plan

Due 10 Nov · Project lead

Handover delivery tasks

4 in progress

Configure sandbox

Maya Patel · In progress

Map account fields

Devon Lee · In progress

+ 2 more tasks in progress

Secure document request

Expires 12 Nov

SSO details & compliance questionnaire

Restricted to project owners

What changes

A client experience built into delivery.

Roadmap and checklist visibility
Guided business requirements form
Secure documents and credential collection
Project updates and next actions
Payment simulator and launch readiness
FAQ, guided tour, and Handover Assist
01

Clear progress

Clients see the roadmap and status in language designed for them, not an internal project plan.

02

Structured participation

Collect requirements, files, credentials, and approvals without fragmented email threads.

03

Guided support

Answer common questions and direct clients to the right next action inside their project.

A cleaner path to go-live

Turn every signed deal into a successful go-live.

See how Handover fits your delivery workflow.

Book a Demo