Client Portal

Every client's documents, organised in one place

Briefs, appraisals and project files live against each client inside Dashtrack — so your team always has the latest version and the full context, without hunting through email.

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The problem

Client documents live in email threads nobody can find

Briefs arrive in one thread, appraisals in another, and the latest version of a file is whoever's inbox you check last. When documents are scattered, your team loses context and 'which version is this?' becomes a daily question. Dashtrack keeps every client's documents organised internally — one hub, full context, always current.

How it works

Three steps. Zero spreadsheets.

Attach documents to the client

Briefs, appraisals and project files are stored against the client record — no more separate folders, drives or inbox archaeology.

Notes and context sit alongside

Meeting notes and decisions live next to the documents they relate to, so the whole story of the client is in one place.

Your team always has the latest version

Everyone works from the same files, so 'which version is this?' stops being a daily question — and nothing gets lost when someone leaves.

What you get

Everything it takes to run this properly

One hub per client

Every client's documents organised in one place inside Dashtrack — briefs, appraisals, project files, all attached to the right client.

Briefs captured in your workflow

Briefs and requirements land against the client record, with the context attached — instead of disappearing into a thread started three clients ago.

Appraisals and files in one place

Appraisals and supporting files are stored against the client, so the latest version is always the one your team sees.

Findable in seconds

Search across clients, documents and notes from inside Dashtrack. No more 'who has the file?' or digging through shared drives.

Internal by design

Dashtrack is your internal CRM — client documents stay inside your team's workspace, not scattered across external services.

Notes with the context attached

Meeting notes and decisions live beside the files they relate to, so any team member can pick up the client with full context.

Frequently asked questions

What is the client portal in Dashtrack?+

It's the part of Dashtrack where your client-facing documents live — briefs, appraisals and project files, organised against each client so your team always has the latest version and full context.

Can clients log in to Dashtrack?+

No — Dashtrack is the internal CRM for your agency. The client portal keeps your client documents and notes organised for your team, so nothing lives scattered across inboxes and drives.

How do briefs get captured?+

Briefs land against the client record with the context attached — so the requirements, files and meeting notes for a piece of work are all in one place instead of in an email thread.

Is this different from shared drives?+

Yes. Documents are attached to the client inside Dashtrack, searchable, and sit next to the notes and decisions that give them context — so the latest version is always the one your team sees.

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