Share a client status page
A private link that shows clients where their transaction stands, with no login.
- On the transaction, click Share status.
- Choose who it's For, a party or someone not on the file, and a Name for this link.
- Choose whether to Show the purchase price and Show everyone's contact details.
- Click Create link, then Copy it or Email it….
What they see
We need from you (their open document requests), What's next, a Timeline of key dates, Documents received so far, and Who's involved. It never shows your notes, internal checklist steps or the documents themselves.
Preview shows you exactly what they'll see. Turn off stops the link working.