Client portal

The client portal is the only surface your clients interact with. They never sign up — they receive a magic-link email and open the portal directly.

When you send a request, CompleteLane emails the client a unique link bound to that request. Each link is single-tenant: it only shows that client's checklist. The link doesn't expire as long as the request is active.

The portal shows your organization's name and logo at the top, the request title, a progress indicator (N of M items received), and the checklist below.

Clients can drag-and-drop or click to choose files. The supported formats are PDF, JPG, PNG, DOCX, and most common document types up to 25 MB per file. After upload, the item shows as 'Pending review'.

Each item has a status chip showing where it stands. Pending review means your team hasn't acted yet. Approved means the upload was accepted. Rejected means your team sent feedback and the client needs to re-upload.

There's an in-portal message thread for back-and-forth between your team and the client. Use it to clarify what's needed without leaving the portal.

If your team marks an item as manually completed, the client sees a 'Marked completed by team' pill. They cannot see who marked it or why — just that no upload is needed.

The magic link is bound to the request. Clients can't see your dashboard, other clients' requests, or any information about your team. Files are encrypted at rest using AES-256.