On-Demand Webinar

Watch Client Workspace in action.

www.company.accelo.com
Presented by Katie Gutrich
Head of Strategic Initiatives

Ready to keep clients involved and projects moving forward?

Schedule time with us to see how Client Workspace can -

Client collaboration from kickoff through the work that follows.

Give executive sponsors and project contributors a clear way to stay involved as milestones advance, new projects begin, and retainer work continues.

Client approvals without the email chase.

Capture client feedback, approvals, and sign-offs directly in the project, so your team has a reliable record of every decision.
  • Send deliverables for review with file previews, comment threads, and clear deadlines
  • Route approval requests and milestone sign-offs to the right person
  • Record approvals, requested changes, and sign-offs in a timestamped project history
  • Detect stalled approvals with AI signals that help your team know when to step in

Project visibility without another status request.

Clients can check project health and timelines as work progresses, giving your team fewer updates to assemble and send.
  • Share current project health, milestones, and due dates through a client-facing dashboard
  • Show timelines and dependencies in a read-only Gantt view with color-coded status and a marker for today
  • Give executive sponsors a broader view of program and portfolio health across active projects
  • Spot emerging delivery risks with AI insights from project performance and client activity

Client tasks with clear ownership and progress.

Make client responsibilities part of the project plan, so your team knows who owns each task, when it’s due, and whether it’s complete.
  • Assign project tasks to client contacts with defined due dates
  • Provide the files and context clients need to complete assigned work
  • Enable clients to mark tasks complete in Client Workspace
  • Receive completion updates directly in Accelo, reducing follow-up by email

A workspace clients have a reason to revisit.

Client Workspace is easy to access and useful throughout the client relationship, while your team tracks adoption.
  • Brand the workspace with your logo, colors, and email sender name
  • Invite clients through secure magic links, without asking them to remember another password
  • Share retainer hours used against budget, along with the burn-rate trend for each period
  • Monitor client activity in Accelo to see who has joined and how they’re using the workspace

What’s included in the Client Workspace add-on:

  • Branded workspace and magic-link access
  • Client, program, and project views
  • Status dashboards and portfolio health
  • Gantt timelines and milestone tracking
  • Client-owned tasks and "My Items" queue
  • File sharing and structured client requests
  • Deliverable approvals and milestone sign-offs
  • Approval routing and timestamped audit trail
  • Retainer usage and burn-rate trends