Client Portal
One private workspace, from checklist to delivery.
This page explains the client portal — it is not the login screen. Each moment below shows what a client sees, without exposing the internal engine or any private project data.
Illustrative workflow for selected engagements
The Client Portal is invitation-only until launch.
What is needed
See what the project needs — before anything is trusted.
Each package shows what is required now, optional but useful, or not applicable; every upload arrives with a receipt and is reviewed before technical use.
- Project brief Ready
- Site information Ready
- Issued scaled base plan Requested
- Visual references Optional
- Utility coordination N/A
Files received safely.
The upload is attached to this demonstration project and will be reviewed before technical use.
- Purpose
- Concept-plan reference
- Review state
- Technical review required
- Privacy
- Demo data only
What is reviewed
Corrections and revisions stay clear and traceable.
If a file cannot support its purpose you get a plain-language request, not an error code; revisions supersede rather than overwrite, so the history stays traceable.
Type of request
Replace or update a file
What is needed
Please upload the issued scaled base plan with a visible revision date. Visual direction can continue, but scaled placement remains unavailable.
In the live portal, this sends the correction request.
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Revision 03Current
Minor layout adjustments after review.
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Revision 02Superseded
Planting character and path alignment updated.
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Revision 01Superseded
Initial private concept draft.
What is delivered
A controlled, labelled package — nothing unreviewed.
The final delivery lists books, plans, schedules and registers with their review state.
- Final concept book Ready
- Concept plan Ready
- Plant and water schedule In review
- Evidence GeoPackage Ready
- QA and limitation register In review
Accepted demonstration — no client data
“The revised path hierarchy is clear. Please retain the planting buffer before the next issue.”
In the live portal: Approve or Request a revision.
Review Room
Named review, then controlled private delivery.
Over an expiring private link you comment on pages and figures, then approve or request a revision. A delivery only follows a named review — it is never released automatically.
Illustrative workflow for selected engagements
Privacy
Your project stays private by default.
- Client projects remain private unless publication is separately approved.
- White-label client identity is not exposed.
- Public explainers use isolated demonstration data, never private files.
- Private files are not used as public marketing assets.
Start a project
Bring a project into a private, reviewed workspace.
Email us to open a conversation; secure intake happens inside the portal.