Category: Case Studies

Case Studies

Using Client Portal to deliver educational content to your clients (with examples)

Laura Elizabeth 1st Aug 2023

In this article, we are going to delve into one of the most effective strategies to attract potential clients: creating educational content (also known as lead magnets) to showcase your expertise and build credibility with your clients – or potential clients. We’re also going to go through how you can use Client Portal to deliver...

Case Studies

Case study: See how Christian has used Client Portal as an internal intranet in an Accounting firm

Laura Elizabeth 7th Jan 2020

Christian van ‘t Hof is the marketing manager at accounting firm Contajul Contabilidade and the owner of Brightsol, a web design agency. Christian has been using Client Portal with Contajul since around September 2019. Since Contajul provides everything from accounting, consulting, audits and paralegal services to over 400 businesses, they have a lot of assets...