How the Magic-Link Portal WorksThe client portal is a view-only window into the documents, proposals, and invoices you've sent a specific client. There's no password; access is granted by a signed, time-limited magic link.
What Clients Can and Can't SeeThe client portal is intentionally narrow. Here's exactly what shows up and what stays hidden.
Resending Portal AccessMagic links expire. When a client says "the link doesn't work anymore," you resend — it takes about ten seconds.
Audit ReportThe Audit Report is your compliance-ready ledger of who did what, when, and to which document; formatted for humans, not just machines.