Learn More About ClientLook

Check out the screen shots and videos below to learn more about how ClientLook could benefit your project collaboration needs. Also see our Frequently Asked Questions page.

Client Project List Client Project Details Your Command Center Your Project Details

Sharing Documents Adding Activities and Documents ClientLook Email Reader

 

 

Your Client Extranet

Your clients login into a centralized portal anytime to view the latest updates for all the projects you're handling for them.

1: Your client's name   2: List of the client's projects   3: Project photo or graphic   4: Project link   5: Activity totals   6: Project manager info

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Client Project View

Your clients interact online with up-to-the minute project-related activities, emails and documents logged by your team.

1: Your logo   2: Your project team   3: Document "vault"   4: Filter options   5: Completed items   6: Details of project activities and emails

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Your Project Command Center

This internal command center displays all your projects and clients in one screen. Create new projects, run reports and more.

1: Your logo   2: Search options   3: Add unlimited projects   4: Print reports or export   5: Your project list   6: Click for project details

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Your Internal Project Details

Review the latest updates, access shared files, edit project information, add new clients or team members. Available only to the team.

1: Create unlimited projects   2: Edit project details   3: Document "vault"   4: Filter options   5: Ongoing summary of events and emails   

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Document Sharing

Share any type of file or web link with project participants. Store up to 1,000 MB of data (1 GB). Click a link for instant access.

1: Add documents to one or more projects at once   2: Filter by date, status or type   3: Click to open or save files   4: Access websites

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Adding Activities and Documents

It's easy to add project activity either online or using the convenient Windows desktop assistant.

The Desktop Assistant ClientLook is a web application that also offers a simple Windows-based desktop assistant to speed up data entry. Why login online when you just want to add a quick note on your desktop? You can choose to work in a browser or your desktop for maximum efficiency. The screen on the left works the same either way. The desktop assistant may also be integrated with a variety of contact managers to make your work flow even easier and more efficient. Why didn't anyone think of that before?

1: Tag this activity to one or more of your projects   2: Add a document or web link   3: Provide details of the activity   4: Save for real-time project updates   5: Email the details of this activity to selected participants   

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ClientLook Email Reader

Easily link an email by using your project's dedicated email address. Accepts email from any source, even from a handheld device.

Tutorial: View a demo of the ClientLook Email Reader (1 min 26 secs)



1: Enter one or more of your project's email addresses   2: Also send from any handheld device

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