Secure client workspace
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Welcome to your project workspace.
This protected area is used for client project updates, open queries, file preparation progress, and next steps once a project has started.
Project status
Your project status will appear here once the working file preparation has started.
Open queries
Missing information, documents, and items requiring review will be listed here when available.
Files and documents
Secure upload functionality will be added in the next phase for sharing project files.
Next steps
This area will show what is needed next to move the file preparation forward.
Portal note
This is the first workspace version. It does not yet display live client-specific project data. Secure upload, project records, and client-specific dashboards will be added in later phases.