Reporting Takes Time Away From Delivery
Every client update turns existing project activity into another manual task: collecting logs, organizing hours, and rewriting the story.
Client Reporting
AI-Powered Client Reporting for Project Progress Visibility
Tolmete builds a controlled client portal from the delivery activity your team already creates. AI-generated summaries explain what was completed, and time and activity breakdowns show where effort went. Selected delivery signals give clients the context they need, all from a single permanent link, without a hand-built report.
The Problem
Manual Reporting Restricts
Client Visibility and Costs Time
Status updates should come from the work already happening, not become a separate internal project. Instead, teams spend hours gathering logs, formatting summaries, and drafting emails just to show clients what was already completed. By the time the report arrives, the project has already moved forward.
Billed Hours Need Clear Context
When clients only receive an invoice or a brief status update, the work behind the time feels disconnected from the value delivered.
Progress Visibility Arrives Too Late
When updates happen only during formal reporting cycles, clients miss ongoing project progress, even as the team keeps delivering.
When client reporting depends on manual preparation, project progress visibility suffers on both sides — for the agency and the client. Tolmete replaces that cycle with automated client reporting that stays up to date without anyone having to rebuild it.
See It in Motion
From Monthly Delivery Activity
To a Live Client View
Tolmete uses the work your team already tracks to replace manual client reports and make project reporting for clients clearer and easier to maintain. Each month, clients see what was completed, how time was spent, which signals were shared, and how the project progressed — without having to request a separate report.
A project manager publishes the client portal in minutes, chooses which delivery signals are visible, and lets the portal update from real project data. When clients open the link, the monthly summary is already there.
1. Agency Creates a Client Portal for a Project
01/10
The Report Your Clients Needed
Is Already There
See how a project manager publishes a live client portal in minutes and how clients open it to find the monthly summary ready, with no request needed.
How It Works
How Tolmete Automates
Your Client Reporting Workflow
Tolmete reads delivery activity your team already creates and automatically builds a client-facing project view. Instead of compiling reports by hand, agencies publish a single portal link, and each monthly update reaches clients without anyone having to rebuild it.
1. Read Delivery Activity
01/04
Tolmete brings together time logs, task activity, blockers, delivery events, and connected tool updates to form the foundation of the client-facing reporting view.
* Tolmete is not employee monitoring. It does not record screens, keystrokes, or mouse activity. Contributors approve their own logs, while managers gain earlier visibility into factors affecting client outcomes and margins.
Privacy and Trust Section
Built-in Capabilities for Smarter
Client Reporting
Keep your billing workflow inside the workspace where project hours are already tracked. By using logged work as the source for every invoice, Tolmete reduces manual data entry, duplicate work, and extra billing admin.
Automated Time-Log Transfer
Delivery logs from Tolmete serve as the source for invoice data — without exporting or reformatting spreadsheets.
Shared Delivery Signals
Project managers choose which risks, blockers, or delivery events appear in the client portal for project progress. Internal operational context stays private by default.
Always-current Client Portal
One permanent client reporting portal link replaces monthly attachments and status emails. Automatic monthly updates keep the portal current, and PM receives an email notification when new data is available
Time and Activity Visibility
Clients see project time, activity breakdowns, contributor logs, and all-time stats in one place, with enough detail to verify hours, track contributor effort, and review delivery history.
Every Stage, One Place
Everything Clients Need to Understand Project Progress
Tolmete handles the invoicing system integration between structured delivery logs and the billing records finance teams already manage. Delivery data becomes invoice data, so teams reduce manual billing work, avoid double entry, prevent mismatched totals, and maintain a clearer connection between what was delivered and what was billed.
Project Overview
Monthly AI-generated project summaries show what the team worked on, what was completed, and how the project moved forward, without anyone writing the update.
Time and activity breakdowns
The client portal, with time and activity breakdowns, lets clients review time invested by month, activity type, and contributor, and drill into daily logs.
Shared Signals
The agency shows selected risks, blockers, or delivery events relevant to the client, without exposing the full internal delivery picture.
All-Time Stats
Clients see project activity across the full lifecycle: monthly hours, peak contributor effort, and activity-type distribution over time.
Provide On-Demand Visibility
Before Clients Have to Ask
Give clients one trusted place to review monthly progress, completed work, time investment, and selected delivery signals. Your team stays focused on delivery instead of rebuilding the same report each reporting cycle.
Controlled Client Visibility
Control What Clients See Inside the Portal
The client reporting solution provides agencies with a controlled way to share project progress with clients, including completed work, time breakdowns, selected signals, and monthly updates. Nothing from the internal workspace appears unless a project manager explicitly publishes it.
01. Controlled sharing
Tolmete gives agencies controlled project visibility for clients — project managers choose which summaries, signals, and activity details appear for each project.
02. Private internal workspace
Internal risks, blockers, team discussions, and operational context remain within the Tolmete client reporting system, visible only to the agency team, never to the client.
03. Clear client confidence
Clients see project progress and time investment, stay informed, and remain confident in the value of the engagement without needing access to internal context.
client portal link status
01/08
Why Tolmete is Different
Why Tolmete Client Portal Works Better Than Static Reports
Traditional client reporting depends on someone finding the time to build it. Tolmete replaces that cycle with a client reporting system that uses delivery evidence and automatically keeps clients informed.
Without Tolmete
Traditional Client Reporting
- Reports are built manually every month
- Updates arrive as static files or email summaries
- Clients only see progress when someone sends it
- Reports are outdated when they arrive
- Hours and activity are hard to verify
- Agencies share too much or too little
- Client questions appear after uncertainty builds up
With Tolmete
Tolmete Client Portal
- Delivery evidence is compiled automatically
- The portal updates automatically every month
- Clients can return to the portal anytime
- Every invoice follows a consistent professional layout
- Time, activity, and contributor data are visible
- PMs control exactly which signals are shared
- Clients get visibility before they need to ask
Traditional reports tell clients what happened after someone spends time building them. Tolmete gives clients a transparent, up-to-date reporting view when they need it.
Create Client-Ready Project Reports
Without Spreadsheet Work
Give clients a clear place to understand progress, review completed work, and see the evidence behind every monthly update. Your team focuses on delivery, not rebuilding the same report by hand.
FAQ
Frequently Asked Questions
Everything you need to know about Tolmete.
The client portal provides shareable, automated reporting for clients with full project visibility — delivery activity, AI-generated project summaries, time logs, contributor breakdowns, shared signals, and all-time stats — without requiring an account or a manually prepared report.
No. The internal Projects page is for the agency team. The client reporting portal is a controlled external view that shows only the information the agency chooses to publish.
No. Tolmete serves as a public project portal without login: the agency shares a single link, and the client can return to it whenever they need visibility into project progress.
The portal updates automatically every month as part of the automated client reporting workflow. Clients receive an email notification when new data is available.
Yes. Project managers choose which delivery signals appear in the client-facing reporting view. Internal risks, blockers, and team details stay private unless the agency explicitly decides to share them.
Unpublishing immediately deactivates the client reporting portal link. The client loses access, but the underlying project data remains safely stored inside Tolmete.