You, with your own email and password. As the primary contact, you add people from your company and choose what each one sees.

What can werun.Assistant read?

Your company’s invoices, estimates, proposals, contracts, projects and tickets, as far as your sign-in allows. It also reads our public help articles. Saved passwords never reach it.

Can the assistant pay, accept or sign for me?

It only looks things up. When you ask it to act, it gives you the link to the page where you do it yourself.

What powers the assistant?

Claude, Anthropic’s AI, working through our own CRM with read-only access to your records.

How fast does the team answer a ticket?

A person on the team replies in under 2 hours on business days. Your home page shows when they answered.

Can I share a file with someone outside my company?

Yes. Make a public link for 24 hours, 7 days, 30 days or until a date you pick. Or keep it open until you stop sharing it. Search engines are told not to index it.

How is time shown on my tasks?

In the blocks you are billed in. Time past a task’s estimate shows as courtesy, at no charge.

Does it work on my phone?

Yes. On a phone the menu folds away behind a button, and werun.Assistant opens full screen.

Do I need to install anything?

Only a browser. The portal is a page you sign in to on our CRM, at crm.werun.dev.

Working with us · Client Portal

You always know
where your project stands.

Your projects, approvals, invoices and requests live on one screen. It opens with what is waiting for you. Ask it a question in your own words and it answers from your own records.

Tell us your goal Take the tour

The home of the Client Portal: five things waiting for an answer, two projects with their progress, and the payments of the year. — Home: what is waiting for you comes first, with overdue items on top. The real portal with a fictional client, Acme Bakery. Every name and figure on these screens is made up.

When you sign in

The first thing you see is what is waiting for you.

Invoices to pay, documents to approve and tickets the team answered, overdue first. One button takes you to each one.

Your projects at a glance

Each active project with its progress, its deadline and the next milestone.

Your payments on one card

What you paid this year, what is left to pay and the last six months in a chart.

Your team, by name

The people who look after your account, with their photo and their email.

Days off, announced ahead

The team’s next holiday shows up before it comes, so you can plan around it.

When a question comes up

Ask your portal a question, it answers from your records.

werun.Assistant reads your invoices, estimates, proposals, contracts, projects and tickets. It answers with the figures, the dates and a link to each document.

werun.Assistant answering “What do I need to approve, and by when?” with a proposal, an estimate and a contract, each with its date and a link. — One question in plain words. The answer comes from the client’s own documents, with a link to each one.

Ask it like you would ask us

“Do I have invoices to pay?” “How is my project going?” “What did the team answer on my tickets?”

It looks up, you decide

To pay, accept or sign, it takes you to the right page. The decision stays yours.

Only what your sign-in can see

It follows the permissions of your sign-in, and it also reads our public help articles.

One click away on every page

It sits in the corner of the portal and keeps your conversation as you move around.

When something needs fixing

Show us the problem, a person on the team takes it.

Open a ticket from any page. Paste a screenshot, add a video and choose the project it is about.

Paste a screenshot

Copy it, paste it into the ticket, and it is attached.

Add the links that explain it

Loom, YouTube, Figma or Drive, up to five links per ticket.

A person replies

Someone on the team answers in under 2 hours on business days.

The whole conversation in one place

Every reply stays in the ticket, and your home page tells you when the team answered.

The Open a ticket form filled in: a subject, the project, a Loom link and a pasted screenshot. — A screenshot pasted straight into the ticket, with a Loom video beside it.

When a document needs you

Approve, sign and pay from the same place.

Estimates, proposals, contracts and invoices, each with its status. Open one to accept it, sign it or see how to pay it.

The invoices list: one to pay, none overdue, and what was paid this year. — Every invoice with its status. Each one opens with the detail, the payments and the receipt.

Accept, or ask for changes

Open an estimate or a proposal to accept it, or tell us what to change.

Sign contracts online

Read the contract and sign it on the same page.

Invoices with their receipts

Each invoice shows the detail, the payments and the receipt. Your account statement is one click away.

One tap to see what is due

Filter by to pay, overdue or paid, and the list shows just that.

When you are looking for something

Type what you remember, the portal finds the rest.

A word, a status like “unpaid” or “to sign”, or an amount. Results show up while you type.

The search box showing invoices and a project for the word redesign. — One word, and the invoices and the project that mention it.

Inside your documents

It reads the lines of invoices, estimates and proposals, and the text of contracts.

Across your work

Tickets, the tasks you can see, the files shared with you and the help articles.

Your saved accesses, by name

It finds an access by its name or its user. Passwords stay hidden.

For your whole company

Bring your team in, each one sees what you choose.

As the primary contact, you add the people who work with us. You decide what each one sees and which emails they get.

Add a partner or a colleague

They get their own sign-in and see only what you choose. You can turn them off at any time.

Share accesses safely

Save the logins we need and see the ones we share with you. A password shows only when you ask for it.

Send a file to anyone

Make a link that lasts a day, a week, a month or until your date. Search engines are told to ignore it.

Your other tools

Everything else you use with us reports back to the same portal.

Feedback rounds, A/B tests, maintenance reports, presentations, sitemaps and prototypes appear in the portal once you have them.

How we keep it yours

Your portal shows only what is yours to see.

It runs on our own CRM, with one rule for every number, list and answer: your sign-in decides.

Your permissions, everywhere

Every number, list and answer follows the permissions of your sign-in.

The assistant only reads

It looks things up. Paying, accepting, signing and replying stay with you.

Passwords stay out of the chat

Saved passwords never reach the assistant. Each time one is shown, it is logged.

Shared links stay out of search

Every public link tells search engines to leave it out, and you can stop it at any time.

Checked against the document

The assistant reminds you to check the document before you act. The team is one message away.

Want to see your project this clearly?

Tell us your goal. Once we start, your project, your documents and every request live in your portal.

Start a conversation Engagements

No commitment. Just a conversation.

Questions about the portal

You always know
where your project stands.