$ portals --one-link --approvals-recorded
An agency principal, on a discovery call
A portal is a client-facing document built from the program. Publish the parts a client or sponsor needs to see, send one link, and collect the approval and the comments on the same page. The budget and the vendor pricing stay inside.
The deck that updates itself
Built from the program
Choose the functions and the fields, and the document is generated from the record. Change a menu on the board and the portal shows it. No deck to rebuild before every client call.
One link
A tokenised link with no login. A dead link, a revoked link and an unpublished portal all answer the same way, and the token never reaches a log.
Approvals recorded
The approval lands on the record with who and when. Comments go into a two-way thread on the page, so the feedback and the thing it is about are never in different inboxes.
What stays inside
Vendor pricing, the budget and internal notes are stripped from the portal’s payload. What the client cannot see is not on the page, in any form.
A Spec Sync builds your first board from one real BEO or function sheet.
“Pholeo saves my team hours when producing final production schedules.”
Julia McFarland
Program Lead, Sparks
Case study · ASIS GSX
“It’s faster. It’s more accurate. And I don’t have to chase the details anymore.”
ASIS International moved GSX’s specs, budget and reconciliation into Pholeo, and ran the show onsite without binders for the first time in fifteen years.
Lauren Koleszar, CMP
Meetings Manager, ASIS International
FAQ
Straight answers. If yours is not here, ask it on the Spec Sync.
A client, a sponsor, a board member or a venue contact who needs to see part of the program and say yes to it. Anyone with the link can open it; nobody needs a Pholeo login.
Only if you publish them. Pricing, budget lines and internal notes are hidden by default and are stripped from the page, not hidden with a style.
An Approve button on the document. The approval is recorded on the record with the time and the name. Comments and replies form a thread on the same page, and the planner answers from inside Pholeo.
The portal is a view of the record, so it shows the current version. If you need a snapshot, publish a new portal and revoke the old link.
Yes. Revoke it and the page answers as not found, the same as a link that never existed. Publish again to issue a fresh one.
For the approval step, usually. Agencies still build the beautiful deck for the pitch; the portal is the working document that stays current between the pitch and the show.
Keep exploring
Share one spec and we will build your first board with you.
