We write about creating better client experiences, streamlining your workflow, and growing your business.
Get new articles in your inboxThere are lots of what I call "kitchen sink" tools on the market at the moment, all promising to run your whole business. Since AI arrived, more seem to appear every day. They promise you the world: proposals, contracts, invoicing, forms, scheduling, projects and client portals, all for one monthly price that's usually low, at...
Read moreRunning 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 moreA client portal is a secure, branded area on your website where clients can access all their project files, timelines, and communications in one organized place—eliminating the constant “can you resend that file?” emails that eat up your day. If you've ever spent 20 minutes hunting down a contract you sent three weeks ago, or found...
Read moreDo 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...
Read moreWhen 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 from...
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The template gallery was a big project, so I wanted to use this release to get lots of small but important requests into the product. When I use software myself, it's often the smaller changes that make the biggest difference to my workflow. Hopefully there's something in here that's been on your wish list. I've...
Read moreBack 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 moreQuick 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...
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