Give clients visibility into delivery
without exposing internal operations.
A dedicated client portal where clients see project progress, invoices, and tickets — with every internal note, rate card, and SLA detail safely hidden by server-enforced visibility controls.
Everything clients need — nothing they should not see
Live dashboards, invoice history, ticket tracking, and controlled file access — all in a portal that enforces data isolation at the server level.
Project visibility
Clients see task progress, sprint status, and milestone completion on live dashboards.
Invoice history
Full invoice trail with supporting evidence and SLA credit detail, accessible any time.
Ticket tracking
Clients submit and track support tickets with real-time status and response updates.
Document sharing
Attachments and deliverable documents with Client Visible flag appear in the portal.
Data isolation
Internal notes, rate cards, and SLA formulas are never exposed — enforced server-side.
Client team management
Client Admins manage their own employees within the portal without internal access.
Live project progress without exposing internal operations
Clients get a real-time view of delivery status while the delivery team retains full control over what detail surfaces in the portal.
- Live task status, completion percentages, and sprint progress visible to clients
- Milestone tracking shows agreed delivery checkpoints and current standing
- Sprint board read-only view scoped to Client Visible tasks only
- Epic and user story progress rolled up into a client-friendly summary dashboard
- Internal tasks, team discussions, and backlog grooming notes remain hidden
- Clients cannot see agent workload, internal capacity, or sprint planning detail
Recent Invoices
Invoice history that clients can understand and trust
Every invoice in the portal carries the evidence behind it — SLA credit breakdowns, time records, and supporting deliverable detail — so billing questions are answered before they are asked.
- Full invoice history accessible at any time from the client portal
- SLA credit line items show breach reference, duration, and contractual deduction
- Payment status and outstanding balance visible at a glance
- Supporting time records and deliverable sign-offs linked per invoice
- Rate card amounts are shown as agreed totals — internal rate structure never exposed
- Client can download invoice PDFs and supporting evidence for their own records
Clients submit and track tickets — internal workflow stays private
Clients have a full ticket lifecycle view from submission to resolution, while the internal escalation path, agent notes, and SLA calculation logic remain entirely private.
- Clients raise tickets directly from the portal with description and attachments
- Real-time status updates as the internal team progresses the ticket
- Response thread visible to the client — internal-only notes are filtered server-side
- SLA countdown timer optionally surfaced to the client per contract configuration
- Ticket history searchable and filterable by date, status, and job type
- Clients cannot see agent assignment, internal escalation steps, or team discussion
TKT-0041
API timeout on bulk export
0h 42m left
TKT-0039
Dashboard charts not loading
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TKT-0037
Password reset email delayed
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TKT-0034
Export to CSV missing columns
2d 4h left
Client Visible / Internal Only enforced server-side — not just hidden in the UI
Every record in Effigate carries a visibility flag. The restriction is evaluated before data leaves the server — no URL manipulation, API call, or browser trick can surface an Internal Only record in a client session.
- Visibility flag applies to tasks, tickets, notes, comments, attachments, and deliverables
- Flag is evaluated at the API layer before any data is serialised for the portal
- Delivery team sets the flag at item level for granular, per-record control
- Default visibility is configurable per project — teams set the safe default once
- Internal Only flag covers rate card amounts, SLA formulas, and billing condition logic
- Audit log records every visibility flag change with actor and timestamp
Visibility is enforced server-side — not just hidden in the UI.
Client Admins manage their own team within the portal
Client organisations have their own role hierarchy inside the portal. Client Admins provision and manage Client Employee accounts independently — without requiring any action from the internal delivery team.
- Client Admin role can create, edit, and deactivate Client Employee accounts
- Client Employees inherit a read-restricted permission set by default
- Client Admin controls which portal sections each employee can access
- Multiple clients per contract supported — each scoped to their own data
- Internal roles, agent profiles, and team capacity are never visible to any client user
- Client user authentication is isolated from internal team authentication
Tenant Roles
Project Roles
From client login to informed stakeholder — a governed visibility flow
The portal gives clients exactly what they need to stay informed while the internal team retains full operational privacy.
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1
Client logs in
Client users authenticate into a dedicated portal scoped to their organisation. No internal routes or data are accessible from a client session.
- Client credentials
- Tenant isolation
- Role-scoped access
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2
Sees live project data
Project dashboards, sprint progress, and milestone status update in real time. Only Client Visible items appear — Internal Only records are filtered before the response leaves the server.
- Task progress
- Sprint status
- Milestone tracking
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3
Reviews invoices and tickets
Clients access their full invoice trail with supporting evidence and manage their open tickets through the ticket portal. SLA credit breakdowns are visible; rate structures are not.
- Invoice history
- SLA credits
- Ticket management
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4
Internal team stays protected
Rate cards, internal notes, agent workloads, SLA formulas, and team discussions remain exclusively internal regardless of portal interactions.
- Rate card isolation
- Internal notes hidden
- SLA logic private
Portal clarity for every stakeholder
Account Managers
Share delivery progress and invoice evidence with clients without constructing manual status reports.
Client Admins
Manage your team's portal access independently and see project and billing status at any time.
Client Employees
Track tickets and project progress relevant to your engagement without internal team distraction.
Internal Teams
Operate without modifying workflows — visibility controls protect internal data automatically.
Connect portal events to your communication stack
Push portal activity — ticket updates, invoice events, and delivery milestones — to the channels your client-facing and delivery teams rely on.
Slack
Send client ticket submissions and invoice events to Slack channels for your delivery team.
NotificationsDeliver ticket status updates and invoice notifications directly to client inboxes.
NotificationsMicrosoft Teams
Notify account managers when clients raise tickets or invoices reach overdue status.
NotificationsQuestions about the Effigate client portal
Clients see live project progress, sprint status, milestone completion, support tickets they have raised, invoice history with supporting evidence, and any files or deliverables marked Client Visible. Everything flagged Internal Only — including rate cards, SLA formulas, internal notes, and team discussions — is never exposed, and the restriction is enforced server-side, not just hidden in the UI.
Every task, ticket, comment, note, attachment, and deliverable carries a visibility flag that is set to either Client Visible or Internal Only. The flag is evaluated on the server before any data is returned to the portal — there is no scenario in which an Internal Only record leaks to a client session regardless of URL manipulation or API calls. Delivery teams toggle the flag at item level, giving them granular control over what each client sees.
Yes. Clients can raise tickets directly from the portal, track their status in real time, and participate in the response thread. They see status transitions, SLA countdown timers (if enabled for client visibility), and resolution notes. Internal escalation notes, agent assignments, and SLA calculation logic are never shown to the client.
Each client organisation has a Client Admin who can create and manage Client Employee accounts without requiring internal-team involvement. Client Employees inherit a read-restricted permission set by default, and the Client Admin controls which portal sections each employee can access. Internal roles, rate information, and agent workloads are never visible to any client user regardless of their portal role.
The client portal is available on Professional and Enterprise plans. The number of concurrent client users and portal-enabled contracts varies by plan tier. All plans enforce the same server-side data isolation guarantees — there is no plan-level setting that disables the Client Visible / Internal Only enforcement.
Give clients visibility without exposing internal operations
14-day free trial. Full portal capability with server-enforced data isolation from day one.