# Lattney - Client Portal

> Give clients a smooth experience with guided steps, approvals, and file uploads. Manage every process in one place with Lattney Workflows.

Source: https://lattney.com/client-portal

## A workflow portal for your clients

Share workflows through secure links so clients, or teammates can complete steps, submit information, and see what comes next, no account required.

[Get Started](https://app.lattney.com/registration/new)

### Secure by design

Each client gets their own secure portal experience, keeping data protected while making collaboration simple and trustworthy.

### Guided from start to finish

Each step tells clients exactly what to do, so nothing gets missed. From submitting information to uploading files and approving work, your clients always know what’s next and where they stand in the process.

### No login required

Give clients instant access through a secure link. They click the link and start right away, making it easier for them to respond, complete forms, and move your projects forward without delays or technical hurdles.

## Handle internal or external processes in one place

Give every project a structured, professional experience your clients and team can trust.

### Complete visibility

Manage contacts, tasks, notes, workflows and client portals in one unified system. No more jumping between spreadsheets and inboxes.

### Work that actually flows

Standardize how work is done, reduce mistakes, and keep every process consistent across your business with Lattney CRM + Workflows.

### Deliver a professional experience

Whether it’s internal teams or external users, give people a clean, predictable process that feels organized and reliable.

## All files in one place

Client files get lost in email chains. Documents end up scattered across inboxes and folders.

Lattney keeps every file attached to the workflow step where it was submitted. When a client uploads documents or approves work, it stays in their record. You can pull up exactly what they submitted and when.

## Everyone sees what's happening

Clients want to know where their work stands. Your team needs to know who's responsible for the next step.

Lattney shows the current status of every workflow. Clients see what's complete and pending. Your team sees what needs approval and who owns each step.

## Replace Spreadsheets and Email

Spreadsheets can't collect files from clients. They don't track approvals or route work to the next person.

Lattney replaces spreadsheets with structured workflows. Each client moves through defined steps. Approvals route work automatically. Files and decisions stay attached to the client record.

## Private & Secure

Lattney is engineered with industry best practices. Security and privacy are a core feature.

- Your data is always encrypted
- Your data is always available just to you

## One platform. All your workflows.

- No credit card required
- Fast and easy onboarding

[Start Free Today](https://app.lattney.com/registration/new)