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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 replacement. Here...
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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...
Read more If you work with web design clients, you've probably got a rough process you follow for every project. The question is whether your clients can actually see it clearly, or whether it's mostly living in your head and a handful of email threads. This post walks through how to structure a client portal for a...
Read more When people first look at Client Portal, some expect it to be a project management tool. Others expect invoicing, time tracking, or built-in messaging. It's none of those things. And that's not an oversight - it's intentional. The problem with all-in-one platforms There's an appealing simplicity to the idea of one tool that does everything....
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Back in version 5.8 I said we were going to build a proper template library inside Client Portal, so you wouldn't have to download a file from our website and import it by hand. It's now been released. From version 5.10+ creating a portal happens on a new screen, with your own templates and a...
Read more If you've set up Client Portal and then stalled on what to actually put in it, build a client onboarding portal first. It's the portal every client needs, it barely changes between them, and it's the only part of your process that isn't tied to a specific piece of work. It's also the easiest to...
Read more Running a freelance business usually means a patchwork of email threads, Google Drive links and the occasional "did you get my invoice?" message. It works, mostly. But once you're juggling more than a handful of clients, you spend a surprising amount of time just finding things and re-sending them. A client portal fixes most of...
Read more A question we get fairly often: can you collect and manage client feedback inside Client Portal? Yes, in a few ways, depending on what you need. They all use the comments feature on content pages, so that's where we'll start. Collecting feedback with comments on content pages Everything here relies on one feature: comments on...
Read more Quick one this time. If you let clients register for their own portals, 5.9 adds a small but rather satisfying touch: portals that name themselves using the client's own details. There are also a few fixes underneath, a couple of which are worth knowing about. The new bit: portal titles that fill themselves in Up...
Read more Version 5.8 is mostly about notifications and comments. A few new things, an overhaul of the settings page, and the usual round of smaller fixes underneath. 1) New: Notification for comments on content pages Back in version 5.5, we shipped the ability for clients to leave comments on content pages. Up until now, that's been...
Read more Cheryl Porcelijn runs Webdesign Mastery, a six-month coaching programme teaching web designers her 'Master Method' - a streamlined approach to project management for solo web designers. Each student gets their own private portal as a companion to the programme. Less course platform, more resource hub Cheryl's student portals aren't trying to replace a course platform....
Read more Early in my freelancing career, I agreed to design a 4-page brochure. Simple enough. The brief was clear, the client was lovely, and I delivered the first draft on time. They loved it. So much so that they wanted "just a couple of extra sections." And then a few more. By the time we were...
Read more Cheryl Porcelijn has been using Client Portal for her web design clients for the last six years. She's also the founder of Webdesign Mastery and host of De Podcast voor Webdesigners, a weekly Dutch podcast for web designers. Her portal setup is one of the more thoughtful ones we've seen, and there's a lot you...
Read more If you work with web design clients, you've probably got a rough process you follow for every project. The question is whether your clients can actually see it clearly, or whether it's mostly living in your head and a handful of email threads. This post walks through how to structure a client portal for a...
Read more Stay up to date with the latest Client Portal releases, features, and news.
Back in version 5.8 I said we were going to build a proper template library inside Client Portal, so you wouldn't have to download a file from our website and import it by hand. It's now been released. From version 5.10+ creating a portal happens on a new screen, with your own templates and a...
Read more Quick one this time. If you let clients register for their own portals, 5.9 adds a small but rather satisfying touch: portals that name themselves using the client's own details. There are also a few fixes underneath, a couple of which are worth knowing about. The new bit: portal titles that fill themselves in Up...
Read more Version 5.8 is mostly about notifications and comments. A few new things, an overhaul of the settings page, and the usual round of smaller fixes underneath. 1) New: Notification for comments on content pages Back in version 5.5, we shipped the ability for clients to leave comments on content pages. Up until now, that's been...
Read more