Client Portals

Every project deserves a client portal. Yours are free.

Branded portals with project status, milestones, and invoice accountability. Free and unlimited on every ProLens tier. No other A/E platform offers this.

The Problem

Your clients want better communication. They are not getting it.

62% of project owners want better communication from their A/E firms. The typical response is a monthly PDF and an awkward phone call about an overdue invoice. There is a quieter, more effective answer.

The current state

Broken
  • ๐Ÿ“ง Monthly PDF update
  • ๐Ÿ“ž Awkward call about overdue invoice
  • ๐Ÿค Silence between milestones
  • ๐Ÿ“ฅ Forwarded emails as the source of truth
  • ๐Ÿ™… Client logs in to nothing

With a ProLens portal

The answer
  • ๐Ÿ“Š Always-current project status
  • ๐Ÿ’ฐ Invoice balance visible without a call
  • ๐Ÿ—“ Milestone timeline owners can check
  • โœ๏ธ Weekly Pulse update from the PM
  • โญ Anonymous satisfaction pulse

What Clients See

The single place your clients check in.

Every portal user sees the same surfaces, branded for your firm. PMs publish once. Clients see updates everywhere.

Project status by discipline

Architectural, structural, MEP, and interior progress bars. Updated by your PMs in the Weekly Pulse, published once and reflected everywhere.

Invoice accountability

Outstanding, current, and overdue balances displayed alongside project status. Information without confrontation.

Milestone timeline

Upcoming and completed milestones with dates. Owners and developers always know what comes next and what already shipped.

Weekly Pulse from their PM

A human update from the PM published every week. Replaces the Monday status email and the quarterly check-in.

Anonymous satisfaction pulse

A one-question weekly survey. Results feed your dashboard so you see satisfaction trends per project without asking anyone to fill out a form.

Your brand, your domain

Custom logo, colors, and (on Firm and Enterprise tiers) custom domain. Clients see your firm, not ProLens.

Stats That Matter

The portal is the cheapest collections tool you will ever own.

2.6ร—

faster payment with client portal visibility

PSMJ benchmark ยท 2025

83%

fewer project delays at firms with optimized project technology

Based on Dodge Data & Analytics surveys

$0

per portal, per client, forever

Every ProLens tier

How It Works

One workflow. Three audiences served.

01

PM publishes the Weekly Pulse

Your project manager reviews auto-calculated discipline progress, adds client-facing notes, and publishes once.

02

Client sees the portal update

The published Pulse, current milestones, and invoice balance appear in the client portal. No email forward required.

03

Satisfaction pulse feeds your dashboard

The client answers one anonymous question. The trend lands on your firm dashboard alongside the project's financials.

Invoice Accountability

The portal handles the awkward conversation for you.

The invoice banner appears at the top of every portal page. It doesn't nag. It doesn't email. It just exists. Developers log in to check their project and they see the balance. Payment behavior changes without a single phone call.

Before

45d

avg. days to discuss an overdue invoice

After

28d

avg. days to payment. The portal does the talking.

Three layers: persistent portal banner, KPI tile with overdue accent, and per-project invoice status.

ProLens Payments

Get paid faster. Automatically.

Add a Pay Now button to every invoice in the portal. ACH or card, your clients choose. Funds flow direct to your Stripe account โ€” we never hold money.

30 days

Average DSO reduction with online payments

62%

Of invoices paid within 24 hours of delivery

20%

Increase in cash flow for firms using portal payments

$0 setup

Connect your existing Stripe account in minutes

How it works

01

Connect your Stripe account

One-time, about 2 minutes. Settings โ†’ Connect Stripe. We use your account, not ours.

02

Clients see a Pay Now button

Every outstanding invoice in the portal gets a payment button. No portal redesign required โ€” it appears automatically.

03

Payments auto-reconcile with your PSA

When a client pays, the invoice status flips to paid in ProLens. Your PSA stays the system of record; we just listen.

Supported payment methods

ACH bank transfer (lowest cost for high-value invoices) and credit/debit cards. Your clients choose. Standard processing fees apply.

Industry leaders like Unanet have seen a 50% increase in payment processing volume after integrating Stripe Connect into their A/E platform.

Portals are just one piece.

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