Client Portal

Bring clients into the work - from first document to final sign-off - in one simple portal. No spreadsheet versions, no email back-and-forth, no usernames and passwords to manage.

Email with a magic link that shows what a client will click on to access the portal

A head start on discovery

Request the documents you need, and your client uploads them straight into the portal. Glossa reads every file the moment it lands, drafting requirements and pulling answers to your discovery questions automatically, so you walk into your first conversation already past the basics.

Let clients answer the rote stuff

Mark any discovery question as client-facing and it shows up in their portal. Clients review the answers Glossa already pulled from their documents, fill in what's missing, and work through the rest at their own pace - with a progress tracker so everyone can see what's left. If you've ever emailed a client an intake questionnaire and chased the answers, this one's for you.

Modal prompting which client contacts to send the 3 selected requirements to
Modal prompting which client contacts to send the 3 selected requirements to

Send requirements for review

Choose exactly which requirements go out, and which client contacts see them. They get a clean, searchable, filterable view built for reviewing — so nothing gets lost, even on a big project. Clients open a simple emailed link: no username, no password, and no extra seats for you to pay for

Structured, not chaotic

When clients review requirements, they can do three things: approve, flag, or discuss. No editing, reverting, wordsmithing, or re-architecting. You stay the owner of the source of truth.

List of requirements with options to Approve, Flag, or Discuss on each
List of all changes made to the requirement in Glossa, including when it was sent to the client for review and the name of the client contact that approved it, and when

Full audit trail

Every upload, answer, approval, flag, and comment is tracked and traceable — no more guessing who said what, when. You always have the receipts.

The prep happens here - the magic happens with you

The prep happens here - the magic happens with you

The prep happens here - the magic happens with you

Collecting documents, chasing answers, reconciling reviews — the busywork around discovery happens in the portal, on your client's time. So the time you spend with them goes to the part that actually needs both of you.

Book a Demo

Book a Demo

Book a Demo