Features

Fully Branded Client Experience

Fully Branded Client Experience

You can fully brand your Coordinate portal with your logo, colors, and domain name.
 
Fully Branded Client Experience
Client Login Page

Client Login Page

Your virtual storefront. Be proud of how you present yourself to clients.
 
Client Login Page
Zero Learning Curve

Zero Learning Curve

So simple that anyone can be effective right away — even non-technical, non-project managers.
 
Zero Learning Curve
No Client Login Required

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.
 
No Client Login Required
Pages

Pages

Create static content pages to provide your clients with the additional details they need.
 
Pages
File Sharing

File Sharing

Securely share files with your clients via their Coordinate portal.
 
File Sharing
Forms

Forms

Simplify data collection from your clients while structuring it for your team.
 
Forms
eSignatures

eSignatures

Easily obtain firm commitments and signatures from your clients.
 
eSignatures
No Client Login Required
Screenshot of Coordinate's Portfolio Oversight
No Client Login Required
enlarge icon

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.
 
Fully Branded Client Experience
Screenshot of Coordinate's Portfolio Oversight
Fully Branded Client Experience
enlarge icon

Fully Branded Client Experience

You can fully brand your Coordinate portal with your logo, colors, and domain name.
 
Client Login Page
Screenshot of Coordinate's Portfolio Oversight
Zero Learning Curve
Screenshot of Coordinate's Portfolio Oversight
Zero Learning Curve
enlarge icon

Zero Learning Curve

So simple that anyone can be effective right away — even non-technical, non-project managers.
 
Screenshot of Coordinate collaborative project management

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

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

Seamless Client Communication

Simple, task-based (threaded) communication between you and your clients.
Screenshot of Coordinate's Automated Follow-Up

Automated Follow-Up

Automated follow-up — in a client-appropriate way — holds clients accountable.
Screenshot of Coordinate's Zero Learning Curve

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

Client Login Page

Your virtual storefront. Be proud of how you present yourself to clients.
Screenshot of Coordinate's Reusable Templates

Reusable Templates

Scale your processes in a repeatable way across clients and teams.
Screenshot of Coordinate's Portfolio Oversight

Portfolio Oversight

Monitor the status of all your projects and tasks with a single view.
Screenshot of Coordinate's Forms feature

Forms

Simplify data collection from your clients while structuring it for your team.
Screenshot of Coordinate's eSignatures feature

eSignatures

Easily obtain firm commitments and signatures from your clients.