Secure access
Clients need a clean place to log in and find the right files fast.
A customer document portal should do more than share files
Buyers usually need a portal that combines document visibility, feedback, approval status, project context, and the path to invoicing or payment, not just a folder in the cloud.
What it should include
Comments and revisions
Feedback should stay attached to the actual document or asset.
Approval state
The team should know what is waiting, what changed, and what was approved.
Billing handoff
Completed and approved work should move cleanly into invoice collection.