Client access model
Client access is invite-led and workspace-scoped, so people arrive inside the work itself instead of a broad admin area.
Each client lands from a consultant invite so access stays tied to the right workspace from the first click.
The launch path will use Termii-backed SMS and WhatsApp delivery, while email stays available for broader compatibility.
The consultant app and client portal share one backend so status, chat, billing, forms, and document state stay consistent.
Portal behavior
The client side will stay simpler than the consultant app, but it will read the same live records.
Clients should never see the consultant admin frame, only their assigned workspaces and actions.
Documents, forms, billing, and meetings will show their latest status with the full thread inside each record.
Chat and activity stay tied to one workspace so discussion never detaches from the work.