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Most Popular Articles

Project Management

“Do I still need Client Portal if I use a project management tool?”

reliablepsd

If there was one question we get asked the most here at Client Portal, it’s some version of “I already have a project management tool, can I still benefit from Client Portal?”   The answer is a big YES!   In fact, Client Portal was built as an addition to project management tools, not a...

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Project Management

10 essential documents you need for high-value client projects

When it comes to high-value client projects, getting the documents and deliverables right is crucial. You don’t want to go overboard with too much information (and you don’t want to include fluff documents), but you do need to give your client everything they need to trust that you’ve got this.   High-value projects are often...

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Project Management

3 ways your digital agency can use Client Portal

As a digital agency, there are many different ways you can use Client Portal in your business. You can of course use it to keep your client projects organised but there are also a few other use cases that add tremendous value to both yours and your clients businesses. In this article, we are going...

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Project Management

What is the best marketing agency client portal (with examples)?

The hardest part of running a marketing agency is... Clients. Yep, clients. Getting them, working with them, and signing off on the finished project ("juuuust one more thing"). Imagine getting on with your work without dealing with the song-and-dance of project management, keeping clients in the loop, and answering the same questions. One thing that...

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Announcements

Join us in coding a more inclusive future!

Laura Elizabeth

We’re delighted to announce a special initiative that can turn your software needs into a force of change. We’ve teamed up with Freemius to support Girls Who Code and contribute to a more diverse tech future. Girls Who Code is on a mission to close the gender gap in technology. Did you know that in...

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Project Management

Why you shouldn't use email for client file sharing

Laura Elizabeth

Sharing files with clients is a daily necessity for most online businesses. Whether you're running a startup, managing a law firm, or heading up a marketing agency, you're likely dealing with various document types, some of which may contain sensitive information. While email used to be the go-to for file sharing, it's now become a...

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Project Management

What is the best marketing agency client portal (with examples)?

Laura Elizabeth

The hardest part of running a marketing agency is... Clients. Yep, clients. Getting them, working with them, and signing off on the finished project ("juuuust one more thing"). Imagine getting on with your work without dealing with the song-and-dance of project management, keeping clients in the loop, and answering the same questions. One thing that...

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Software & Tools

Hosting and Sharing Files on WordPress: A Plugin Guide

Laura Elizabeth

Do you have a WordPress website and are looking for better ways to share files with clients? If so, you may need to use a file-sharing plugin. As the world’s most popular CMS (Content Management System), WordPress has a lot of flexibility when it comes to, well, almost anything! But one place it lacks is...

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Software & Tools

Top 6 Best Client + Customer Portal Software in 2024

Laura Elizabeth

When you set up a business, customer experience isn't always at the top of your list. Only when you repeatedly start fielding the same support requests do you start thinking about implementing something more official.   Portals are a great way to give customers a central place to access everything they need. This prevents them...

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Update 7: All about the Block Editor: What and why

Laura Elizabeth

Today, I want to talk about the Block Editor, what it is, and why we are moving to it for the Client Portal.   What is the block editor (also known as Gutenberg)   The block editor lets you edit your website by dragging and dropping elements, or blocks, onto your screen and creating layouts...

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Update 6: Release Candidate 1 is almost ready

Laura Elizabeth

Today, I wanted to update you on our progress for Client Portal 5.0.   While we had high hopes for a full release by the end of January, that sadly didn't happen.   We ran into some unexpected roadblocks with integrating the content pages, pushing us back.   The good news is I got word...

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Update 5: What's next for Client Portal

Laura Elizabeth

Today, I want to talk about our plans for the next 12 months of Client Portal.   It's January, so many of us are thinking ahead, and I've had a lot of questions from those who want to know our next focus after the release of CP 5.0.   2023 was a tough year.  ...

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Update 4: Four Exciting Mini-Features Coming Soon!

Laura Elizabeth

Today, I want to share with you four mini-features that are coming with this release. These may seem small, but they’ve been requested repeatedly and, honestly, are things that should mostly have been doable before now.   Mini-feature #1: A fully editable, customizable menu   This is something we get asked about all the time....

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Update 3: How we’re using feedback from the beta testers to improve the product

Laura Elizabeth

Today, I'm going to share an update on the beta program (which is live right now!) and how we're running it.   We've opened the beta to a small group of 48 customers. Of those, 21 have created portals with the new block editor via InstaWP.   (InstaWP allows us to spin up fresh installs...

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Client Portal keeps getting better!

Stay up to date with the latest Client Portal releases, features, and news.

  • Update 7: All about the Block Editor: What and why

    Today, I want to talk about the Block Editor, what it is, and why we are moving to it for the Client Portal.   What is the block editor (also known as Gutenberg)   The block editor lets you edit your website by dragging and dropping elements, or blocks, onto your screen and creating layouts...

    Read more
  • Update 6: Release Candidate 1 is almost ready

    Today, I wanted to update you on our progress for Client Portal 5.0.   While we had high hopes for a full release by the end of January, that sadly didn't happen.   We ran into some unexpected roadblocks with integrating the content pages, pushing us back.   The good news is I got word...

    Read more
  • Update 5: What's next for Client Portal

    Today, I want to talk about our plans for the next 12 months of Client Portal.   It's January, so many of us are thinking ahead, and I've had a lot of questions from those who want to know our next focus after the release of CP 5.0.   2023 was a tough year.  ...

    Read more