The Customer Portal is now client-shaped instead of project-shaped. Clients land on a unified inbox aggregating posts, files, selections, and checklists across every project they're on. Project chips along the top filter the view; deep-link routes still exist for single-project views.

Sign-in adds email + password as an alternative to magic links. Existing magic-link users can opt into a password from the in-portal banner; admins can issue "Set password" links directly from CRM.

Contacts can be explicitly marked as Clients in CRM. Make Client provisions a portal account without sending an invitation email; admins can preview the portal as that Client to verify what they'd see before delivery.

Phase 2 of the Customer Portal also adds participant-checkable checklists, file uploads to checklist items, sendable checklists with "Pending" banners, and per-post email/SMS notifications with one-click unsubscribe.

Inbound webhook editor gets a Zapier-style 4-step wizard with click-to-map, AI-suggested mappings (BYO key), reusable templates (install + workspace scope), and one-click replay + dedup for stored calls.