How do I invite a client?
Create a client, open their record, generate a portal, and share the portal link. The portal is designed to work without forcing the client to create a login.
Is my data secure?
We use secure authentication cookies, protected backend validation, and a dedicated application database. We only store the data required to run your workspace and support the product.
How do I start quickly?
Paste a client conversation or brief into the importer, let Helmlab structure the details, then refine the project, milestones, and portal view before sharing it.