Features
Fully Branded Client Experience
You can fully brand your Coordinate portal with your logo, colors, and domain name.
Fully Branded Client Experience
Client Login Page
Your virtual storefront. Be proud of how you present yourself to clients.
Client Login Page
Zero Learning Curve
So simple that anyone can be effective right away — even non-technical, non-project managers.
Zero Learning Curve
No Client Login Required
Your clients don't need to create an account to access their Coordinate portal, it's all done securely via their email address.
No Client Login Required
Pages
Create static content pages to provide your clients with the additional details they need.
Pages
File Sharing
Securely share files with your clients via their Coordinate portal.
File Sharing
Forms
Simplify data collection from your clients while structuring it for your team.
Forms
eSignatures
Easily obtain firm commitments and signatures from your clients.
eSignatures
Features
Client Portal
File Sharing
File Sharing
Securely share files with your clients via their Coordinate portal.
Pages
Pages
Create static content pages to provide your clients with the additional details they need.
No Client Login Required
No Client Login Required
Your clients don't need to create an account to access their Coordinate portal, it's all done securely via their email address.
Fully Branded Client Experience
Fully Branded Client Experience
You can fully brand your Coordinate portal with your logo, colors, and domain name.
eSignatures
eSignatures
Easily obtain firm commitments and signatures from your clients.
Forms
Forms
Simplify data collection from your clients while structuring it for your team.
Client Login Page
Client Login Page
Your virtual storefront. Be proud of how you present yourself to clients.
Zero Learning Curve
Zero Learning Curve
So simple that anyone can be effective right away — even non-technical, non-project managers.
Collaborative Project Management
Single Source of Client Truth
Seamless Client Communication
Automated Follow-Up
Zero Learning Curve
Client Login Page
Reusable Templates
Portfolio Oversight
Forms
eSignatures
Collaborative Project Management
An all-in-one platform where you and your clients collaboratively track projects, complete tasks, share files, communicate, and more.
Single Source of Client Truth
Replace the separate internal and external systems that you share with clients (e.g., email, Slack, shared docs).
Seamless Client Communication
Simple, task-based (threaded) communication between you and your clients.
Automated Follow-Up
Automated follow-up — in a client-appropriate way — holds clients accountable.
Zero Learning Curve
So simple that anyone can be effective right away — even non-technical, non-project managers.
Client Login Page
Your virtual storefront. Be proud of how you present yourself to clients.
Reusable Templates
Scale your processes in a repeatable way across clients and teams.
Portfolio Oversight
Monitor the status of all your projects and tasks with a single view.
Forms
Simplify data collection from your clients while structuring it for your team.
eSignatures
Easily obtain firm commitments and signatures from your clients.
