Client portals

Every client gets a private, read-only portal with their plan, content, performance, links and calls.

NewA portal for every client

Each client has their own workspace at a link, with an optional passcode.
They see their plan, content, performance, links and calls. It's read only.
The plan and content tabs look exactly like yours: same cards, same subtasks, same activity. The work you're already doing becomes work they can see.

Learn how: Sharing a client report →

NewCalls and scheduling

A Calls section where the client reads recent call recaps and books time with you.

NewLive from day one

New clients get a live portal by default, and the onboarding email links to it in one click.
Images and files on tasks and content cross over to the client's view.

NewPortal settings

On any client, open Portal. Settings has two boxes: the address (link and passcode) and what they can see (which tabs are on).

ImprovedTeam profiles

Add your photo, title, phone, bio and booking link under Settings > Personal.
Your bio feeds the team slides in proposals, so write it like a client is reading it.

Every change in this release window

The smaller updates we shipped from Oct 13, 2026 to Oct 29, 2026, until the next release. See the full changelog for everything.

Oct 28, 2026

ImprovedClients: Project notes on the Overview tab are the client notes Claude writes to, and lead notes carry over when a deal is won.

FixedClients: The Overview tab no longer writes over project notes added elsewhere.

Oct 27, 2026

FixedIntegrations: Spaces pasted around an integration key are trimmed, and a rejected Semrush key is reported as rejected.

Oct 26, 2026

FixedTasks: Password managers no longer overwrite click-to-edit fields.

Oct 24, 2026

FixedSecurity: Security updates across the platform, including patches for critical vulnerabilities in the web framework.

Oct 23, 2026

NewTeam: Remove a team member: revoke their access, then delete or deactivate them.

ImprovedTasks: Sprints can be marked Delayed, and Claude uses the same status words as the board.

Oct 22, 2026

FixedTasks: Recurring subtasks repeat however you complete them, not only from the table row.

Oct 21, 2026

NewClients: An Assets tab. Add asset rows for one client or all clients, each with its own link.

Oct 20, 2026

FixedTasks: The owner picker stays on screen near the edges of the window.

Oct 17, 2026

ImprovedClients: Client folders: paste a Google Drive link when the picker can't select the folder. The picker shows My Drive alongside Shared drives.

Oct 16, 2026

ImprovedToday: The Me view dates comment lines by when they were posted. Drag the top edge of the comment box to resize it.

Oct 15, 2026

ImprovedClaude: Changes made through Claude merge with what's already there. Notes, calls and proposals are only ever added to, never replaced.

FixedNotifications: Emails are retried when the email provider is busy, instead of being dropped.

Oct 14, 2026

NewClients: WEBRIS's own onboarding setup ships as every agency's starter set.

FixedReporting: Local Falcon reports load correctly from location-scoped lists, and the report list pages through all of your scans.

Oct 13, 2026

NewTasks: A built-in plan can be reset to the version we ship.

ImprovedTasks: Sortable columns on a client's plan and content tables, sorted by due date first. The plan is one list instead of sprint sections.

ImprovedClients: A new client starts with one first step, not three. The client's Tasks tab is now called Plan.

ImprovedClients: Logins fill in like a spreadsheet.