Digital Planning has launched a new live client project portal – strengthening client relationship and transparency.
The end-to-end solution provides secure collaboration, giving clients complete visibility and control from project initiation to completion.
It means clients gain direct access to real-time updates, approvals, and key project information – all centralised in one place.
The portal is designed to meet clients’ need for clear updates, streamlined communication, and access to project documents.
Seamless digital transformation
Mark Underwood, Digital Planning’s Co-Founder, said the aim is to enable clients to see exactly where their projects stand at a glance – with no chasing updates or second-guessing.
“The portal puts everything in one spot and lets clients take action without delay, keeping the project moving at their pace,” he said.
“It makes complex digital projects approachable and ensures every client feels fully informed and confident about their progress.”
Transparent project tracking
Clients benefit from:
- Real-time updates on project progress, milestones and status.
- The ability to approve quotes and tasks while seeing how decisions affect timelines.
- Centralised access to project discussion, documents and invoices – reducing long email chains.
- Direct messaging with the project team to resolve questions and remove blockers quickly.
- Simple, secure logins with private password protected links and encrypted data for each client.
Digital Planning will continue to improve the portal over coming weeks and months, introducing new features that respond directly to client needs.
Planned updates include custom dashboards, live chat, document libraries, feedback tools, and mobile access. Each enhancement makes collaboration simpler and more effective.
Digital Planning drives leading edge digital and AI transformation – boosting productivity and building trusted partnerships through clear and practical communication.
