Client collaboration that keeps projects moving.
Give each client a private project portal showing progress, work ready for review, and decisions that need their input. Your team prepares the communication from project evidence and reviews what goes out. The client responds from email or their project page without creating an account, and the team follows through.
Keep the client connected to the work
Your team has the project in its task tool. Your client has an email thread, last week’s update, and a question about the launch date. Getting a useful response means bringing those pieces together again.
A client needs enough context to review the work or make a decision. A delivery lead needs that response back beside the next step, where the team can act on it.
How client collaboration works in Unblockd
The project record connects what your team shares with what the client answers.
- Prepare the shared pictureKeep deliverables, supporting evidence, and blockers in the project. Connected tools and your own AI assistant can help bring in context they have permission to access. Your team directs what reaches the client.
- Share a clear project updateEach client gets a private project page showing progress, accepted work, and what needs them. On Team, AI drafts updates from the project record for a person on your team to approve before sending.
- Make the next response clearSend a decision as one question with options, your recommendation, and a date. The client answers from email or the private page. They can add a note or ask a question without creating an account.
- Bring the answer back to the teamThe response stays with its ask in the project history. Your team sees what was decided, records the follow-through, and keeps the shared progress current. Reminders follow up on unanswered asks.
Where it fits
A good fit
- Agencies and consultancies delivering projects with client reviews, decisions, and milestone updates.
- Implementation leads who keep customer stakeholders involved while the delivery team uses its own tools.
Use something else for
- A client business suite for invoices, payments, contracts, or a white-label file vault. Keep those workflows in the tools you use for them.
- Detailed annotations on design pixels or video frames. Use your proofing tool for the markup and bring the resulting decision into the project.
Questions
- Does my client need an Unblockd account?
- No. Sponsors, approvers, and viewers open their private project page from an email link. A client who can answer an ask can choose an option or add a note there, or answer from the email.
- What can the client see?
- Their page shows the project’s shared progress, accepted deliverables with evidence, and asks that need their response. Internal tasks and notes stay with your team.
- Can we keep our existing project tools?
- Yes. Connect supported tools with read-only access, or let your connected AI assistant bring context from sources it can access. Your team reviews the communication that reaches the client.
- Can clients ask questions as well as approve work?
- Yes. They can ask a question from their project page and add a note to an answer. The team sees it beside the project’s asks and can prepare a reply.
- What can we try for free?
- Free includes 1 project and up to 3 teammates. Sponsors, approvers, and viewers are free. Team includes built-in AI drafting; you can also connect your own AI assistant on Free.