Your clients deserve to see progress.
LyncView gives every client a real-time portal into their project. You manage the work; they see the progress. No more “where are we at?” emails.
Brand refresh
Up and running in minutes.
No onboarding call required. Most teams have their first client portal live within an hour of signing up.
Build your workflow
Create checklist templates for the project types you run. Define tasks, due dates, and exactly what clients should see.
Invite your clients
Send a single link. Clients create an account and see their project — branded to you, with the visibility you defined.
Work transparently
Check off tasks as you go. Clients see updates in real time. AI processes your inbound emails into proposed action items.
Existing tools assume your clients can be ignored.
Most project management software was built for internal teams. The client is an afterthought — a free “guest seat” or a copy-pasted weekly update. LyncView is the opposite shape: every project has a client portal, and what shows up there is decided per task.
The pricing punishes you
Asana and Monday charge per user — including every client. So either you pay for every client's seat, or your clients don't actually see anything.
Visibility is the unit
Per-task visibility. AI that reads inbound emails and proposes status updates. Templates that match how a real services business runs jobs.
Independent and focused
No VC pressure, no enterprise sales script. We build features because they make the product better — not because they unlock a sales quota.
Your inbox does the data entry for you.
Connect Gmail or paste an email. The AI reads it, matches it to your active projects, and proposes specific updates — completed tasks, notes to capture, new action items. You pick which ones to apply.
Everything to run a service business.
Built around the specific shape of client work — not a generic Kanban board with the words “client” sprinkled in.
Client transparency portals
Every client gets their own login. They see real-time project progress; you decide per task what's visible.
AI email processing
Connect your inbox. The AI reads incoming mail and proposes task updates, notes, and next steps — matched to your active projects.
Checklist templates
Build reusable workflows for any project type. Apply to new projects instantly; customize where the job differs.
Files and uploads
Attach files to tasks and projects. Clients can upload through their portal — no email attachments getting lost.
Time tracking
Start and stop timers on tasks, or log hours manually. Roll up by project, client, or team member.
Intake forms
Create onboarding forms with custom fields. Share a public link — submissions flow straight into your dashboard.
Automated notifications
Clients get notified when tasks complete, statuses change, or action is needed — no manual status emails.
White-label branding
Your logo, your colors, your custom domain. Clients see your brand, not ours. Available on Business.
Webhooks and API
Public REST API with key auth, outbound webhooks with HMAC signatures. Connect LyncView to the rest of your stack.
Built different from internal PM tools.
Most project management tools are built for internal teams. LyncView is purpose-built for teams that work with clients.
| Feature | LyncView | Asana | Monday | Copilot |
|---|---|---|---|---|
| Dedicated client portal | — | — | ||
| AI email → task updates | — | — | — | |
| Per-task visibility controls | — | — | — | |
| Checklist templates | — | |||
| White-label branding | — | — | ||
| Custom intake forms | ||||
| Time tracking | — | |||
| Webhooks & API | ||||
| Built for client work | — | — | ||
| Starts at | $9/mo | $11/user | $9/user | $39/mo |
Simple and transparent.
Start small, scale when you're ready. AI-powered email detection on Pro and above. No per-user pricing — your clients don't cost you a seat.
Starter
For solo practitioners
- ·Up to 5 active projects
- ·Checklist templates
- ·1 client portal
- ·Basic notifications
- ·Document tracking
Pro
For teams with clients
- ·Unlimited projects
- ·200 AI email parses / month
- ·Unlimited client portals
- ·Custom workflow templates
- ·Deadline dashboard
- ·File uploads & sharing
- ·Email notifications
- ·Priority support
Business
Volume & white-label
- ·Everything in Pro
- ·1,500 AI email parses / month
- ·White-label client portal
- ·Team members & roles
- ·Custom intake forms
- ·Time tracking
- ·Webhooks & API access
- ·White-label email notifications
$0.05 per additional parse beyond limit.
Common questions.
What is LyncView?
LyncView is a project management platform that gives your clients their own portal to see real-time progress on their projects. You manage tasks and checklists internally — your clients see exactly what you want them to see, updated automatically.
Who is LyncView for?
Contractors, agencies, consultants, architects, property managers, and other small services teams — anyone who manages projects on behalf of clients. If clients keep asking 'where are we at?', LyncView solves that.
How is LyncView different from Asana or Monday for $11/user?
Asana and Monday are built for internal teams. LyncView is purpose-built around the service-team/client relationship — every project has a client-facing portal with per-task visibility controls, and pricing is per workspace (not per user, not per client). If you've ever paid for a client to have a free "guest" seat in Asana that they barely use, you'll get why this is different.
What does AI email processing do?
Connect your Gmail inbox and LyncView's AI reads incoming emails, matches them to your active projects, and suggests task updates — like checking off a completed task, adding a note, or creating a new action item. You review and approve each suggestion before it's applied. Read-only Gmail access — never sends, never deletes.
Is there a free trial?
Yes — the Pro plan comes with a 7-day free trial. No credit card required. You get full access to all Pro features including AI email processing during the trial. If you do nothing at the end, the trial ends and your account stays on a free read-only tier — no surprise charges.
Can my clients see everything?
No. You have full control over what clients can see. Each task has a visibility toggle — only tasks you explicitly make visible will appear in the client portal. Notes, internal comments, and team assignments stay private.
Can I customize the look of the client portal?
On the Business plan, you get full white-label control — your logo, your colors, your custom domain. Emails to clients come from your brand, not LyncView.
What happens when I hit my AI parse limit?
AI email processing pauses until the next billing cycle. You can still use every other feature normally. Upgrade your plan anytime for more, or add overages at $0.05 per parse on Business.
Can I cancel anytime?
Yes. No contracts, no cancellation fees, no "talk to sales" to downgrade. Cancel from your settings page in one click. Your data stays accessible for 30 days after cancellation so you can export everything.
Do I own my data? Can I export it?
Yes. Every project, task, note, and attachment is yours. CSV export is available for projects and tasks from the dashboard, and full data export (including files) is available on request. We never use your client data to train AI or sell to third parties.
Is my client data secure?
Yes. All data is encrypted in transit (TLS) and at rest. Passwords use bcrypt. The platform runs on Vercel + Turso (managed Postgres-compatible SQL) with daily backups. Read more on the Security page.
Does LyncView handle invoicing or client payments?
No. LyncView is project management — not billing. We focus on giving clients real-time visibility into project progress. Use your existing accounting tool for invoices.
What if LyncView goes out of business?
Fair question for any small SaaS. Two safeguards: (1) data export is always available so you can leave with everything, and (2) you'll get 90 days advance notice of any wind-down with a full export tool provided. We're funded by revenue, not VCs, so the runway only depends on customers — which keeps incentives aligned.
Questions? Let's talk.
Tell us about your business. We'll show you how LyncView fits — or honestly say if it doesn't.
Give your clients real-time visibility.
7 days free · no credit card · cancel anytime · full data export