Firm360 allows your firm to display the status of active projects in the Client Portal so clients can track the progress of their work.
When enabled, clients can view the following information for each project:
Project name
Current project status
Notes provided by your firm
Any Client Actions that require attention
Projected due date
Progress bar showing the percentage of the project completed
Enable Project Status in the Client Portal
To allow clients to view project status updates:
Navigate to Project Templates.
Open the project template you want to update.
Check the box for Show project status in Client Portal.
Click Save.
When creating a Recurring Project, you will also see the option to enable Show project status in Client Portal during setup.
Configure Status Display Settings
For project status information to display correctly in the Client Portal, certain status fields must be configured.
Client Status Display Name – Determines the status label shown to clients.
Status Progress % – Controls the percentage displayed in the progress bar.
To update these settings:
Navigate to Customizations in the left navigation menu.
Select Project Statuses.
Click Edit to update the display name and progress percentage for each status.
Add Notes for Clients During Status Changes
When updating a project’s status, you can include a note for the client.
These notes will appear beneath the project status in the Client Portal, allowing clients to see updates or additional information about their project.