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Startup plan and above. Off by default — enable under Settings → Modules.
A client record links the projects, contacts, and commercial detail for one customer, so you can answer “how is this account doing?” rather than only “how is this project doing?”.

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Client records

Create clients under Clients, then link projects to them. Once linked you get rollups across every project for that account — progress, hours, and profitability together.

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Letting a client see progress

Three options, from least to most access:

Public status link

A read-only page for one project. No account needed — anyone with the link can see progress.

Client portal

A client-facing view across their work, with your branding if you have white-label on.

External member

An invited person with access limited to specific projects.

Status reports

Emailed summaries drafted from real activity — see Reports.
A public status link is exactly that — public to anyone holding the URL. Prefer the portal or an external member when the work is sensitive.

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Handoff

Closing out finished work with a confirmation record is covered in Client handoff.

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Invoicing

With Budgets on, the client invoice report pulls unbilled time for a client over a date range so you can review it before it becomes an invoice, and mark it billed afterwards.