In Client Portal's Roadmap Builder, admins can make roadmap templates that they can then assign to any number of transactions. Roadmap templates contain the steps that make up a roadmap—a visual timeline that shows important information, dates, and milestones. When clients log in, they'll be able to see their roadmap. In Sisu, as tasks in the task list get completed, the corresponding steps in the roadmap will be marked as complete.

(The screenshot below shows an example of a client roadmap. The gray circles on the left turn green when the task is completed in Sisu.)

After a roadmap template has been assigned to a client, you can customize the steps of the roadmap. You can do this directly from the roadmap itself.

Teams can use comment threads (like in Slack) to communicate and coordinate with clients. Team members can also create internal comment threads to communicate with each other about transactions, tasks, and documents.

Any user who is @mentioned in a comment will be notified via email. You can also see all your comment threads where you've been @mentioned in the Notifications panel.

Anyone can upload a document to Client Portal 2.0 and download those documents. Admins can create internal and client-facing folders in order to keep the documents organized and to make sure that internal documents aren't visible to clients.