Portli: The All-in-One Client Portal for Modern Architecture Firms
Streamline collaboration, manage architectural files securely, and keep clients in the loop—while planning, tracking, and delivering projects efficiently on one innovative platform.
Why Choose Portli?
Grow your business professionally
Centralize Your Communication
Stop juggling multiple apps and email threads. With Portli, you bring all conversations, updates, and notifications under one roof — whether you’re managing clients, employees, vendors, or partners.
Share Documents & External Links
Easily upload important files to your encrypted portal. Share onboarding forms, e-signature links, or any external resources so your contacts have everything they need in one place.
Enhance Security & Compliance
Safeguard sensitive data with enterprise-grade encryption and multi-factor authentication. Portli is designed to meet compliance requirements while keeping your information accessible to only those you trust.
Fully Customizable for Your Brand
From logos and color themes to branded domain URLs, Portli’s white-labeled solution lets you maintain a consistent brand identity.
Key Benefits for Educational Institutions
When you sign up for Portli, you’ll get access to two interconnected portals:
Centralized Project Document Management
Securely store and organize blueprints, floor plans, design drafts, permits, and client contracts in a cloud-based system with role-based access for team members and stakeholders.
Automated Reminders & Task Follow-Ups
Set automated alerts for design reviews, client feedback, permit deadlines, or project milestones to keep everything on track and reduce manual follow-ups.
Unified Communication Hub
Enable real-time collaboration between architects, clients, contractors, and consultants, facilitating faster decision-making within a centralized portal.
Track Every Project Milestone
Visualize progress with intuitive dashboards to monitor tasks, deadlines, and approvals, ensuring transparency and efficiency throughout the project lifecycle.
Frequently asked questions
Can Portli handle large design files like CAD drawings or 3D models?
Yes! Portli supports large file uploads, including architectural blueprints, CAD files, PDFs, and more—perfect for architecture and design projects.
How do I create an account?
Absolutely. Portli offers enterprise-grade encryption, user permissions, and multi-factor authentication to protect your documents and communications.
Can clients give feedback or approve documents within the portal?
Yes. Clients can view, comment on, and approve plans or proposals directly within the portal, keeping all feedback organized in one place.
How long does it take to set up Portli for my firm?
With our easy onboarding and intuitive interface, you can get started in under 2 minutes. Custom branding and setup support are also available.
Can we manage multiple clients and projects at once?
Definitely. Portli is designed to help firms manage multiple projects simultaneously with organized folders, role-based access, and smart notifications.
Would you consider Portli invoicing software for architects?
While Portli is not a dedicated invoicing platform, it does support document sharing, client communications, and workflow management. You can use Portli to share invoices, collect approvals, and track project-related documents securely and efficiently alongside your preferred billing tools.
Why is Portli an excellent platform for my architectural services business?
Portli helps architecture firms simplify complex workflows by organizing project documents, enabling seamless communication, and automating reminders—all in one place. Whether you're managing design files or coordinating feedback from multiple stakeholders, Portli enhances productivity, client satisfaction, and project delivery timelines.