The client status that writes itself.

Every client's truth is scattered across calls, chat, email, and the board. PortableMind turns it into a client-ready brief — where every claim shows its source. Start alone. Share safely.

Create your first client brief

start alone · free · no credit card · clients view without an account

Acme Athletics — weekly status

prepared by you · client-safe view · 5 sources

Shipped: Onboarding flow live; revised timeline confirmed.

Decided: Extra sprint approved for reporting module.

Blocked: Data access pending on Acme's side — 4 days quiet.

Next: Reporting demo scheduled for the 24th.

reviewed & approved · you · aug 10RECEIPTS ✓

hover any chip — every claim shows its source. this is what your client sees.

How it works

One client project in. One defensible status out.

1

Bring one client project

Drop in what you have — uploads and pasted notes work free, day one. Connect chat, email, and calls to make it hands-off.

2

Review the receipts

Shipped, decided, blocked, next — every line chips to the call, thread, or doc it came from. You approve what goes out.

3

Share a client-safe view

Your client opens it without an account, sees only the approved brief, and confirms right in it. Status becomes defensible, not performative.

Honest about what's free

Start free. Upgrade when you want it on autopilot.

FREE

$0

  • Client-ready briefs from uploads & pasted notes
  • Receipts on every claim
  • Client-safe share, no account needed to view
  • One-tap runs, whenever you choose

PROFESSIONAL

$99/mo

  • Everything in Free
  • Connected chat, email & calls — one click, hands-off
  • Scheduled runs — every client's Friday status, waiting for your review

The natural first upgrade — not a paywall surprise.

Your sources stay yours. Clients see only what you approve — never your workspace. Every brief carries a visible prepared-by and approved-by trail.

Runs on the same governed workspace infrastructure teams and enterprises use — start alone; nothing to migrate when others join.

Monday's client call is coming.

Walk in with receipts.

Create your first client brief