Client Portal Hub, Custom Branding, and Platform Improvements
The client portal is now a full collaboration hub — bidirectional messaging, file sharing from the team, active/archived tabs, workspace logo support, and a new portal comment thread in the dashboard.
Today's release focuses on making the client portal a more complete hub between Sensra workspaces and their clients, fixing a custom branding bug that was preventing logos from appearing, and a set of improvements across proposals, insights, and the marketing website.
Client portal hub
The portal has been rebuilt as a proper collaboration surface rather than a read-only status page.
- Bidirectional project conversation. Workspace users can now send messages to clients from the project dashboard, and clients can reply from their portal. Both sides see a shared thread with sender labels and timestamps.
- Files from the team. Workspace-uploaded project files now appear in the portal as a downloadable "Files from the team" section. Clients must confirm before a download link is served — no raw URLs are embedded in the page.
- Active / Archived project tabs. The project list now has URL-based tabs so clients can see both their active projects and any completed or archived work.
- File upload UX fix. The "Upload file" button now appears below the queued file list, adjacent to the note fields, so the intent is obvious before submitting.
- Magic link accordion. A collapsible note below the portal email form reads: "I don't know what email address I should use." — directing clients back to the service team rather than Sensra support.
Custom branding fix
Workspaces on the Studio plan that uploaded a logo were not seeing it in the client portal or public proposal pages. The logo was stored correctly but the resolver never queried or surfaced it.
- The portal and proposal pages now select the brand logo asset and generate a presigned URL at render time.
- The logo replaces the workspace name text in portal and proposal headers when set. Studio plan only; Free and Pro plans see the workspace name as text.
Proposals
- Accepted proposal closed state. When a client visits a proposal link for an already-accepted proposal, they now see a clear "This proposal has been accepted" message instead of the response form.
- Regeneration warning. Clicking "Regenerate link" on a proposal or portal link when the proposal status is Approved shows an inline amber warning: regenerating will invalidate the old link and the client will need to re-accept.
Revenue intelligence (Insights)
- The Insights page is now a Pro or Studio feature. Free plan workspaces see an upgrade gate with a preview of the metric cards and a link to billing.
- The sidebar shows a small "Upgrade" pill next to the Insights item for Free plan workspaces.
Website
- Platform Overview and PM Handoff moved to /product. The "Entity Overview" section (renamed to Platform Overview) and the PM Handoff integrations grid were moved from the homepage to the Product page, where they belong as capability-level explanations. The homepage is now tighter.
- Integrations pages enriched. Each integration detail page now includes a "Why {tool} teams add Sensra upstream" narrative section explaining the division of responsibility, with a stronger call to action.
- Compare pages enriched. Each comparison page now includes a "Not a replacement" section showing how Sensra and the PM tool connect at different stages of the workflow, with an enriched CTA linking to the integration page.
Dashboard
- The "Client portal notes" section in the project page is now a full conversation thread — workspace users see both sides (Team / Client labels) and can reply directly with a "Send to portal" form.