Client Portal
Framing inspection passed
Locked 2026-04-30
About this shell
Tier 1 frozen
The locked Client shell (desktop) is the persona surface for homeowners following along on their build. Routes under /client/* render inside this shell. The IA is intentionally narrower than builder, lender, or contractor; clients see what they're entitled to under their visibility profile (DS-22), nothing more.
Mobile companions ship as separate client/*-mobile.html files at 360px viewport, mirroring the existing builder and contractor mobile pattern. The desktop shell here remains the canonical layout. A future native iOS app will replace the mobile companion files entirely. Client visibility is gated per-project via the Visibility Profile (Standard, Premium, Construction-finance lite, Custom · DS-22).
Sidebar IA · Client
Dashboard · Schedule · Updates · Selections · Change Orders
Draws & Payments · Punchlist · Documents · Messages Settings
Draws & Payments · Punchlist · Documents · Messages Settings
Client-specific primitives
Magic-link guest pattern (DS-32) · first-time access via emailed link.
Visibility profile badges (DS-22) · drives what the client can see.
Documenso embed (DS-27) · change order client signing.
Multi-project switcher · for clients with more than one BG-managed project.
Tone bias is friendly and explanatory rather than dense and operator-speak.
Visibility profile badges (DS-22) · drives what the client can see.
Documenso embed (DS-27) · change order client signing.
Multi-project switcher · for clients with more than one BG-managed project.
Tone bias is friendly and explanatory rather than dense and operator-speak.