| | Client User license (limited-permission license type) | | Agency project visibility, client task assignments, and contextual communication (comments/files). | — |
| | Dynamic View (Secure External Collaboration) or Published Sheets | | Agency portfolio visibility and client data collection via secure, granular views. | — |
| | Unlimited Guests (Pro/Enterprise) or 4:1 Guest-to-Seat Ratio (Standard) | | Agency stakeholder collaboration on shareable boards, external project tracking, and communication. | — |
| | Permission-controlled guests (Paid Plans) or View-only guests (Unlimited/Free) | | Agency-client collaboration with granular permissions for tasks, lists, and dashboards. | — |
| | Guest Access (limited access to shared tasks and projects) | | Agency collaboration with external contractors and clients to work on specific tasks or projects without adding to seat count. | — |
| | Free Guest Access (up to 5 guests per paid user) | | Agency knowledge sharing and project documentation with clients in dedicated spaces. | — |
| | Clientside (permissions-controlled access) | | Agency-client collaboration where teams need to separate internal discussions from client-facing deliverables and communication. | — |
| | Single-board Guests (free) or Multi-board Guests (paid) | | Agency project tracking with clients on specific boards; collaborators can participate in tasks and comments on a single board. | — |
| | Guest Access (Unlimited on Paid Plans) | | Agency knowledge bases, project documentation, and shared wiki pages with clients. | — |
| | Collaborator license (limited user type) | | Agency collaboration with external stakeholders to view and interact with shared tasks, folders, and projects. | — |
| | Free Guest Access (Standard+) | | Agency collaboration with clients on specific software development tasks and issue tracking. | — |
| | | | Small agencies and freelancers managing projects, tasks, and client communication in a single portal. | — |
| | | | Agencies requiring automated project reporting and real-time client task tracking. | — |
| | Public View Links or Guest Access (Limited) | | Project-driven agencies providing clients with read-only timeline views or collaborative guest access to Gantt charts. | — |
Client Portal (client-portal.io) | | Branded Portals (Unlimited Clients) | | WordPress-using agencies wanting a dedicated, branded space for client project status and deliverables. | — |
| | | | Small service businesses and freelancers managing project tasks, files, and contracts with clients. | — |
| | | | Agencies and freelancers centralizing project communication, document approvals, and task tracking. | — |
| | | | Agency project management with client access to tasks, documents, budgets, and custom dashboards. | — |
| | | | Agency-client collaboration with free guest access to project progress, tasks, and time reports. | — |
| | | | Professional services firms providing clients with access to project quotes, tasks, and invoices. | — |
| | Shared Task View / Client Portal | | Freelancers and small agencies needing a simple, all-in-one shared view for project tasks and client collaboration. | — |
| | Customizable Client Portal | | Service businesses providing clients with on-demand access to project status, tickets, and billing. | — |
| | White-Label Client Portal (Unlimited Clients) | | Agencies needing a fully white-labeled project management and client portal environment with unlimited clients. | — |
| | Client Users (Paid Add-on) or Read-Only Users (Included in Enterprise+) | | Enterprise agencies wanting to provide clients with structured access to project timelines and tasks via specialized licenses. | — |
| | | | Productized service agencies needing a portal for client requests, project tracking, and file sharing. | — |
| | Secure Workspace & Client Portal | | Enterprise-level agency and government collaboration where security and document-centric project tracking are critical. | — |
| | | | Agencies focusing on high-touch client onboarding and collaborative project environments. | — |
| | | | Agencies needing to standardize and scale client management through a unified portal and project hub. | — |
| | | | Professional services firms providing clients with limited visibility into project progress and task status without extra cost. | — |
Kantata (formerly Mavenlink) | | Granular Guest Access (Permissions-based) | | Enterprise professional services teams allowing stakeholders to view specific project details (including financials) without full membership. | — |
| | Customizable Client Portal Builder | | Agencies needing a custom-built client portal to provide visibility into project status, tasks, and data. | — |
| | | | Agencies requiring a secure, white-labeled client portal for project management, document storage, and communication. | — |
| | | | Small agencies and freelancers managing the entire client lifecycle (CRM, PM, Billing) in a single portal. | — |
| | Guest Access (Limited Visibility) | | Agencies requiring priority-based project scheduling with external stakeholder visibility. | — |
| | | | Small agencies and freelancers providing a centralized branded hub for client projects, tickets, and document approvals. | https://www.withmoxie.com/product-pages/client-portal |
