Client portal

Sign in to your project

Your project space holds the scope, timeline, tasks in progress, invoices and messages in one place.

Haven't booked yet? Start with the free 15-minute Fit Check or the $1,990 Diagnostic.

What is in the portal

Everything agreed about your project in one place: the scope we are working to, the timeline and current stage, the tasks currently in progress, the next steps and who owns them, shared documents and links, invoices and their payment status, and a message thread with your senior lead. It replaces digging through email to find out what was decided.

Use the email we already hold

Your project space is matched to the address you booked or were invoiced with, so creating an account with that same address means the scope, timeline and tasks are already there when you land. Sign up with a different address and the portal will look empty, tell us and we will point your project at the address you prefer.

If an email does not arrive

  • Check spam and any filtered or promotions folder first.
  • Use the exact email address you booked or were invoiced with.
  • Links expire after a short window, request a fresh one and use it right away.
  • Still stuck? Email hello@methodsandmoments.ca and a person will sort it out.

Not a client yet?

There is nothing to sign in to until a Fit Check or Diagnostic is confirmed. Request either one and your project space is created with the scope, timeline and next steps already filled in, so the first thing you see is the plan rather than an empty dashboard.

Only your own project records are visible to you, and your data stays yours: ask at any point and we export it. If you would rather not use a portal at all, say so and we will keep sending the same information by email.