Your clients deserveto 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.
7-day free trial on Pro. No credit card required.
How it works
Up and running in minutes
Build your workflow
Create checklist templates for your project types. Define tasks, due dates, and what clients can see.
Invite your clients
Send a simple link. Clients create an account and instantly see their project progress — branded to you.
Work transparently
Check off tasks as you go. Clients see updates in real time. AI processes your emails into action items. No more status update calls.
Features
Everything you need to run projects
From checklist templates to AI-powered email processing — keep your projects on track and your clients happy.
Client Transparency Portals
Give each client their own login. They see real-time project progress — you control exactly which tasks are visible.
AI Email Processing
Connect your inbox. AI reads incoming emails and suggests task updates, notes, and next steps — matched to your active projects.
Checklist Templates
Build reusable workflow templates for any project type. Apply them to new projects instantly and customize as needed.
File Uploads & Sharing
Attach files directly to tasks and projects. Clients can upload documents through their portal — everything stays organized.
Time Tracking
Start and stop timers on tasks, or log hours manually. Track time across projects and team members.
Custom Intake Forms
Create onboarding forms with custom fields. Share a public link — submissions flow straight into your dashboard.
Automated Notifications
Clients get notified automatically when tasks are completed, statuses change, or action is needed from them.
White-Label Branding
Your logo, your colors, your custom domain. Clients see your brand — not ours. Available on the Business plan.
Webhooks & API
Connect LyncView to your other tools. Public REST API with key auth, outbound webhooks with HMAC signatures.
Built for you
Built for teams that work
with clients
If you manage multi-step projects on behalf of clients and need a better way to keep everyone informed, LyncView replaces the status update emails, the "just checking in" calls, and the spreadsheets.
What people say
Trusted by professionals
"My clients used to call me 3 times a week asking for updates. Since switching to LyncView, those calls dropped to zero. They just check the portal."
"The AI email feature is a game changer. I get emails from the building department and LyncView automatically suggests which tasks to update. Saves me 30 minutes a day."
"We tried Monday, Asana, and Trello. None of them had a client-facing portal that actually worked. LyncView nailed it on day one."
Pricing
Simple, transparent pricing
Start small, scale when you're ready. AI-powered email detection available on Pro and above.
Starter
For solo operators
- 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
7 days free, then $29/mo. Cancel anytime.
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.
FAQ
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?
Any professional who manages projects on behalf of clients — permit expediters, contractors, architects, marketing agencies, consultants, property managers, and more. If clients keep asking you 'where are we at?', LyncView solves that.
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.
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.
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. You can upgrade your plan anytime for more parses, or add overages at $0.05 per additional parse on the Business plan.
Can I cancel anytime?
Yes. No contracts, no cancellation fees. Your data stays accessible for 30 days after cancellation.
Ready to give your clients
real-time visibility?
Join contractors, expediters, and agencies who use LyncView to manage projects and keep clients informed — automatically.
7-day free trial on Pro. No credit card required.