Give each client a branded private space
Cove turns the work you choose to share into a branded Workspace where clients can stay informed and engaged.
Create a more connected, professional client experience.
Client portal
fylt Cove
A private, branded Workspace for a more connected client experience.
What it does
fylt Cove is a private, branded Workspace where clients can follow shared projects, review quotations and invoices, sign documents, schedule time, and communicate with your team in one welcoming portal.
Explore the parts of fylt Cove that support a connected client workflow from the first action to the next useful handoff.
Put the right client actions in one view
The Workspace overview brings active projects, invoice status, quotations to review, bookings, documents, and support together for the client.
Make the next client action easy to understand and complete.
Share project delivery with context
Clients can open shared project details, follow stage progress, read comments, and access the artifacts your team makes available.
Keep delivery transparent while preserving a focused, professional boundary.
Keep Studio and Workspace aligned
Client approvals, document signatures, booking responses, project comments, support requests, and recorded invoice activity remain connected to the owning Studio workflow.
Give both sides of the relationship a consistent view of the work.
Each screen below is a full-width product capture of a distinct capability, setting, or client-facing outcome.
A client overview with clear next actions
Shared project progress and conversation
Studio > Workspace
Cove settings let your business shape the private client experience before invitations are sent.
Brand identity
Choose the client Workspace accent color and use the business logo and banner managed in Business settings.
Creates a familiar, trusted experience for every invited client.
Header details
Select the business details that appear in the client Workspace header.
Keeps helpful contact context available where clients need it.
Client invitations
Invite a client from their Swan record when their Workspace experience is ready.
Creates a deliberate, relationship-aware handoff into the portal.
Shared work
Keep project stages, documents, quotations, invoices, and support activity current in their owning modules.
The Workspace reflects the current client journey automatically.
Getting started
- Enable fylt Cove from Billing to provision your branded client portal.
- Invite a client from Swan → Client detail → 'Invite to workspace'.
- Customize the portal's branding (logo, color accent, welcome message).
Key settings
- Branding: logo and accent color shown to your clients inside Cove.
- Visible modules: which of your data (projects, invoices, documents) clients can see.
- Notifications: what triggers an email to a client (new invoice, project update, message).
Daily workflow
- Respond to client messages inside Cove as they come in.
- Record a client's invoice payment in Rook, or confirm a quotation approval, when notified.
- Keep visible project stages current so clients always see accurate status.
Cove is the client-facing extension of Studio. Client approvals, signatures, booking responses, project comments, and support requests update the related Studio workflows so both sides stay aligned, and payments you record in Rook show up on the client's invoice view.
Make the most of it
- Clients approve quotations and follow invoice status directly from Cove — fewer email round-trips.
- Cove has its own isolated session — clients never see your Studio login or data from other clients.
- Only $3/mo — enable it per client relationship that benefits from a portal.
Connected modules
fylt Cove is wired to: