Show what matters.
Share active work, upcoming dates, pending approvals, and relevant requests.
Give a client, partner, leadership group, or internal department the information they need without exposing the full workspace. The same focused view works across external and internal relationships.
Waiting for review3 open
CalendarSeptember
TicketsOpen
Initiatives & projectsStatus
Share the right view
Share active work, upcoming dates, pending approvals, and relevant requests.
Keep workspace-only discussions, files, and internal details outside the portal.
Create the same clear experience for a client or an internal department.
A focused dashboard
Overview totalsShow active Project Groups, projects, overdue tasks, and pending approvals.
Review queueSurface the work waiting for a stakeholder decision.
Read-only calendarShare relevant dates with month navigation, zoom, and print controls.
Projects and ticketsKeep active work and relevant requests visible in the same portal.
Questions
No. The same portal can serve a client, partner, leadership team, or internal department that needs a focused view of the work.
No. Portal data is scoped to the assigned relationship and intentionally leaves out internal descriptions, discussions, attachments, and approval metadata.
Yes. A private guest-review link can show only the content selected for that review. Signed-in portal members can also see reviews assigned to them.

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Tell us what you manage and where work gets stuck. You’ll get a personalized walkthrough and a practical path into Beck.