Your delivery portal — project status, tickets, and invoices
without the internal noise.
Effigate gives clients a dedicated portal where they can see project progress, raise and track support tickets, view delivery milestones, and access invoices — with no exposure to internal team communications, rate cards, or SLA calculations.
Clients deserve visibility — not inbox threads and status calls
Clients pay for delivery and want to see it. The challenge is giving them real visibility without exposing internal team data, commercial sensitivity, or half-formed work in progress.
Chasing status updates
Clients have to email or call their account manager to find out what is happening on their projects — a friction point that erodes trust.
Invoice confusion
Clients receive invoices without the context to understand what was billed, when, and against which contract terms — leading to disputes and payment delays.
No delivery visibility
Without a portal, clients cannot see milestone progress, sprint completion, or delivery health between scheduled status calls.
Unclear SLA status
Clients cannot see the status of their open tickets, SLA countdown, or escalation progress without calling the support team.
A purpose-built portal — not a filtered version of an internal tool
The Effigate client portal is designed for clients, not adapted from an internal project board. Clients see a clean, governed view of their delivery — project progress, open tickets, milestones, and invoices — without encountering internal team discussions, rate card logic, or SLA configuration.
- Project progress showing sprint completion, milestone status, and delivery timeline
- Open and resolved ticket list with status and SLA countdown (where applicable)
- Invoice history with line item detail showing what was billed and when
- Delivery milestones and sign-off requests surfaced clearly for client action
- Client-accessible comment threads on visible tasks and tickets — no internal notes exposed
Client Portal
Nexus Corp · Client view
Platform Rewrite Q1
CON-2024-018 · Bucket-Based
Sprint 12
Current
14
Open Tickets
2
SLA Risk
Recent Invoices
Last 30 daysINV-2026-0041
Due Mar 31
INV-2026-0038
Paid Mar 5
Internal notes, rate cards, SLA calculation logic, and team capacity data are never visible here
Internal teams control exactly what clients see — at every level
Every item in Effigate — tasks, tickets, notes, comments, attachments, and discussions — carries a Client Visible or Internal Only flag. Service teams decide what clients see without creating separate systems or manually curating reports.
- Client Visible / Internal Only flags on tasks, tickets, notes, comments, and attachments
- Internal-only content never appears in the client portal under any condition
- Rate cards, SLA calculation logic, and internal escalation notes are always internal-only
- Visibility rules enforced at the data layer — not just hidden in the UI
- Client users have a separate role model (Client Admin, Client Employee) with restricted permissions
Visibility Controls
Client Visible vs Internal Only policy
Task
TSK-0142: OAuth provider fix
Note
Rate negotiation context
Task
TSK-0138: API performance work
Comment
Fix deployed to staging
Attachment
contract-amendment-draft.pdf
Raise tickets, track progress, and view invoices — all from the portal
Clients can raise support tickets directly through the portal, track their status, see the SLA countdown, and view the full ticket history. Invoice access gives clients a transparent view of what was billed with enough detail to understand the charges without requiring a call to account management.
- Clients raise tickets from the portal with category selection matching contracted job types
- Ticket status, SLA countdown, and resolution history visible to the client
- Invoice list with issue date, due date, payment status, and line item breakdown
- Contract scope summary showing what was purchased and how much has been consumed
- Delivery milestone sign-off actions available to client users with appropriate permissions
Ticket Queue
Prioritised by SLA urgency and support level
TKT-0041
API timeout on bulk export
0h 42m left
TKT-0039
Dashboard charts not loading
2h 15m left
TKT-0037
Password reset email delayed
8h 00m left
TKT-0034
Export to CSV missing columns
2d 4h left
Questions about the Effigate client portal
Client access is provisioned by the service team. A Client Admin or Client Employee user account is created and scoped to the specific client organisation. Clients access the portal with their own login credentials and see only the content that the service team has marked as Client Visible.
Clients see project progress, sprint completion status, delivery milestones, open and resolved tickets (with SLA countdown), invoices, and contract scope summaries. Internal notes, rate cards, SLA calculation logic, and internal team discussions are never visible to client users — enforced at the data layer.
Yes. The invoice view shows issued invoices with line item detail tracing each charge to specific time records, job types, and rate conditions. Clients can see what was billed, when, and against which contract terms — reducing billing disputes and eliminating the need for account managers to explain every invoice manually.
Yes. Clients can see all their open and resolved tickets, current status, SLA countdown, and resolution notes through the portal. They can also raise new tickets directly from the portal, selecting from the job type categories included in their contract.
Give your clients the transparency they deserve
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