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 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.
Overheard
What's the status on our project?
Which one is final — final_v3 or FINAL_final?
Can you resend the latest deck?
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.
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.
Briefs, deliverables, and meeting notes attached to the project they belong to.
Onboarding guides and how-tos in an organized, searchable KB.
Requests
Public intake forms — no login required — turn client asks into tickets with owners and SLAs, instead of emails with neither.
See it run
Pricing
Client access is a permissions feature, not a separate portal product — it's part of the planned Pro plan at $10 per editor per month, and lighter-touch members are exactly what per-editor pricing is for. Planned pricing — the whole platform is free while in early access, and early-access teams get notice before anything is ever charged.
Questions
No. 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.
Nothing right now — approved workspaces get the full platform free during early access. Planned pricing is Pro at $10 per editor per month, with Service Desk (+$10), CRM (+$15), and AI (+$12) as optional per-seat add-ons, so you only pay for the apps you switch on.
Yes. Pinboard ships an MCP server with 56 tools, so the assistant you already use — Claude, or any MCP-compatible assistant — can create tasks, log time, file tickets, and query boards directly. There's also an open REST API with token auth.
Early access
Request early access — every app, no credit card, free while in alpha.
Free plan available · No credit card · Free while in early access