Features
![Fully Branded Client Experience](https://cdn.prod.website-files.com/639cc566c4094168e9defe02/64305b8c95ade8babab62745_Fully-Branded-Client-XP.png)
Fully Branded Client Experience
You can fully brand your Coordinate portal with your logo, colors, and domain name.
![](https://cdn.prod.website-files.com/639cc566c4094168e9defe02/6430524fa6a480551e9bbca7_Fully-Branded-Customer-Experience.png)
Fully Branded Client Experience
![Client Login Page](https://cdn.prod.website-files.com/639cc566c4094168e9defe02/64230ff8ad9556509531bed1_client-portal.png)
Client Login Page
Your virtual storefront. Be proud of how you present yourself to clients.
![](https://cdn.prod.website-files.com/639cc566c4094168e9defe02/64230f7af5659210ce79872f_tab6.png)
Client Login Page
![Zero Learning Curve](https://cdn.prod.website-files.com/639cc566c4094168e9defe02/64230df163433e6a00bffaee_zero-learning.png)
Zero Learning Curve
So simple that anyone can be effective right away — even non-technical, non-project managers.
![](https://cdn.prod.website-files.com/639cc566c4094168e9defe02/64230dd98abf232740bbc3f4_tab5.png)
Zero Learning Curve
![No Client Login Required](https://cdn.prod.website-files.com/639cc566c4094168e9defe02/64305b7df274d50b4af4a009_No-Client-Login-Required.png)
No Client Login Required
Your clients don't need to create an account to access their Coordinate portal, it's all done securely via their email address.
![](https://cdn.prod.website-files.com/639cc566c4094168e9defe02/643052552ca347137c92f15b_No-Client-Login-Required.png)
No Client Login Required
![Pages](https://cdn.prod.website-files.com/639cc566c4094168e9defe02/64305b75f188ac588cbc6b1d_Pages.png)
Pages
Create static content pages to provide your clients with the additional details they need.
![](https://cdn.prod.website-files.com/639cc566c4094168e9defe02/643052368e762965d880206f_Pages.png)
Pages
![File Sharing](https://cdn.prod.website-files.com/639cc566c4094168e9defe02/64305b4dbb634015379294db_File-Sharing.png)
File Sharing
Securely share files with your clients via their Coordinate portal.
![](https://cdn.prod.website-files.com/639cc566c4094168e9defe02/643052238b600cd4fa3c13b3_File-Sharing.png)
File Sharing
![Forms](https://cdn.prod.website-files.com/639cc566c4094168e9defe02/642310c121ff82869b5f2946_Forms-p-2000.png)
Forms
Simplify data collection from your clients while structuring it for your team.
![](https://cdn.prod.website-files.com/639cc566c4094168e9defe02/642310b5590ed9064cb0f080_tab9.png)
Forms
![eSignatures](https://cdn.prod.website-files.com/639cc566c4094168e9defe02/642310f321ff827ac25f2bde_eSignatures-p-2000.png)
eSignatures
Easily obtain firm commitments and signatures from your clients.
![](https://cdn.prod.website-files.com/639cc566c4094168e9defe02/642310df05503cbd42ac15ac_tab10.png)
eSignatures
Features
![](https://cdn.prod.website-files.com/639cc566c4094168e9defe02/643052368e762965d880206f_Pages.png)
Pages
![Screenshot of Coordinate's Portfolio Oversight](https://cdn.prod.website-files.com/639cbe2ae16424db11366965/639cbe2ae164247ad73669ea_icon-chevron.png)
![](https://cdn.prod.website-files.com/639cc566c4094168e9defe02/643052552ca347137c92f15b_No-Client-Login-Required.png)
No Client Login Required
![Screenshot of Coordinate's Portfolio Oversight](https://cdn.prod.website-files.com/639cbe2ae16424db11366965/639cbe2ae164247ad73669ea_icon-chevron.png)
![](https://cdn.prod.website-files.com/639cc566c4094168e9defe02/6430524fa6a480551e9bbca7_Fully-Branded-Customer-Experience.png)
Fully Branded Client Experience
![Screenshot of Coordinate's Portfolio Oversight](https://cdn.prod.website-files.com/639cbe2ae16424db11366965/639cbe2ae164247ad73669ea_icon-chevron.png)
![](https://cdn.prod.website-files.com/639cc566c4094168e9defe02/64230f7af5659210ce79872f_tab6.png)
Client Login Page
![Screenshot of Coordinate's Portfolio Oversight](https://cdn.prod.website-files.com/639cbe2ae16424db11366965/639cbe2ae164247ad73669ea_icon-chevron.png)
![Screenshot of Coordinate collaborative project management](https://cdn.prod.website-files.com/639cbe2ae16424db11366965/63daaea0bfcb49849daf4e08_CPM%203x.png)
Collaborative Project Management
An all-in-one platform where you and your clients collaboratively track projects, complete tasks, share files, communicate, and more.
![Screenshot of Coordinate's Single Source of Truth](https://cdn.prod.website-files.com/639cbe2ae16424db11366965/63daaea0bfcb49b2cfaf4e03_signle-source.png)
Single Source of Client Truth
Replace the separate internal and external systems that you share with clients (e.g., email, Slack, shared docs).
![Screenshot of Coordinate's Seamless Client Communication](https://cdn.prod.website-files.com/639cbe2ae16424db11366965/63daaea0bfcb498552af4e17_seamless.png)
Seamless Client Communication
Simple, task-based (threaded) communication between you and your clients.
![Screenshot of Coordinate's Automated Follow-Up](https://cdn.prod.website-files.com/639cbe2ae16424db11366965/63daaea0bfcb49505daf4dfe_follow-up.png)
Automated Follow-Up
Automated follow-up — in a client-appropriate way — holds clients accountable.
![Screenshot of Coordinate's Zero Learning Curve](https://cdn.prod.website-files.com/639cbe2ae16424db11366965/63daaea0bfcb4980d3af4e12_zero-learning.png)
Zero Learning Curve
So simple that anyone can be effective right away — even non-technical, non-project managers.
![Screenshot of Coordinate's Client Portal Login Page](https://cdn.prod.website-files.com/639cbe2ae16424db11366965/63daaea0bfcb4954baaf4e21_client-portal.png)
Client Login Page
Your virtual storefront. Be proud of how you present yourself to clients.
![Screenshot of Coordinate's Reusable Templates](https://cdn.prod.website-files.com/639cbe2ae16424db11366965/63daaea0bfcb4923baaf4e1c_reusable-templates.png)
Reusable Templates
Scale your processes in a repeatable way across clients and teams.
![Screenshot of Coordinate's Portfolio Oversight](https://cdn.prod.website-files.com/639cbe2ae16424db11366965/63daaea0bfcb497136af4e0d_portfolio-oversight.png)
Portfolio Oversight
Monitor the status of all your projects and tasks with a single view.
![Screenshot of Coordinate's Forms feature](https://cdn.prod.website-files.com/639cbe2ae16424db11366965/63ed84c889abde51e1909d8d_Forms.png)
Forms
Simplify data collection from your clients while structuring it for your team.
![Screenshot of Coordinate's eSignatures feature](https://cdn.prod.website-files.com/639cbe2ae16424db11366965/63ed84b6d0d1bac142b636fd_eSignatures.png)
eSignatures
Easily obtain firm commitments and signatures from your clients.