Solutions Client portal for consultancies
Clients want to see status, share files, and file requests. You want that to happen inside your workspace — scoped to exactly their project and nothing else.
The brief
The usual choices are bad: email attachments and status decks (stale the moment they're sent), or a dedicated portal product (another subscription, another sync, another login). Pinboard's answer is permissions, not a separate product: invite a client into their project with a scoped role, share the docs that concern them, and give them an intake form for requests. They see their work. They don't see yours.
What's the status on our project?
Someone rebuilds "where things stand" into a deck every week instead of pointing at the real thing.
Which one is final — final_v3 or FINAL_final?
Deliverables and feedback bounce through inboxes with no single current version anywhere.
Can you resend the latest deck?
A standalone portal product doesn't fix this — it adds one more system for the truth to drift out of.
The route
Let clients in, without letting them in everywhere.
01 · Scoped access
Membership is per project, and roles control what a member can see and do. A client invited to their project sees that project — not your other clients, not your internals.
02 · Shared knowledge
Notes, docs, and files live in the project. Share what the client should see, keep drafts internal, and stop guessing which attachment is the latest.
Open the sign-in page and choose Email me a link. Links expire after 15 minutes, so request a new one if yours has timed out.
From: Signing in and account recovery03 · Requests
Public intake forms — no login required — turn client asks into tickets with owners and SLAs, instead of emails with neither.
Questions
Pinboard's published monthly prices are per user: Pinboard $12 (content, wiki and project chat rooms), Pinboard + Meetings $19 (adds hosting group video meetings and screen share), Service Desk $29 on top of a Pinboard seat ($41 together) and CRM $15. Everything is $49 per user per month, with AI as an optional $12 add-on that needs an app seat. Anyone in a workspace that pays can view its content, send direct and group messages, join voice huddles and take 1:1 calls at no charge. Editing needs a seat, and viewers get no editing, export or AI. Review the charges at checkout before subscribing.
See plans and pricingNo. Membership is per project and roles are granular — a client invited to their project sees only that project. Scoping clients and contractors is exactly what the permission model is built for.
Only if you want them inside the project. For filing requests, public intake forms work with no login at all — the request lands in your queue as a ticket either way.
Early access requires a paid subscription. Billing starts at checkout; there is no free plan or free trial. Pinboard's published monthly prices are per user: Pinboard $12 (content, wiki and project chat rooms), Pinboard + Meetings $19 (adds hosting group video meetings and screen share), Service Desk $29 on top of a Pinboard seat ($41 together) and CRM $15. Everything is $49 per user per month, with AI as an optional $12 add-on that needs an app seat. Anyone in a workspace that pays can view its content, send direct and group messages, join voice huddles and take 1:1 calls at no charge. Editing needs a seat, and viewers get no editing, export or AI. Review the charges at checkout before subscribing. See the pricing page for billing details.
Connect a compatible AI assistant to Pinboard's hosted MCP server to create board items, query boards, file tickets and log time. Actions use your Pinboard account and permissions; available tools depend on the current server and client support.
Better together
Request early access and we’ll email you when your workspace is ready.
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Paid early access. We'll contact you with availability and next steps.