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Most Popular Articles

Project Management

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

Laura Elizabeth

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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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 fairly...

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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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Product Updates

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 of WordPress...

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Product Updates

Update 2: Creating Reusable Pattern Blocks

Laura Elizabeth

This is the second behind-the-scenes email for Client Portal 5.0. Today, we are talking about something that (IMO) will end up being the favorite feature of Client Portal 5.0. Introducing: Reusable Patterns 🎉 Until now, every portal has needed to be custom for each client. Which, as you know, can take a long time to...

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Product Updates

Update 1: A First Look at the New Block Editor

Laura Elizabeth

Here it is: a first look at the new block editor coming in Client Portal 5.0. This is currently in beta and due to be released by mid-January 2024. In this video, we cover: What the new editor looks like from the backend How to style each block Editing the menu Embedding videos Changes to...

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Project Management

The underwhelming experience of paying a deposit (and how to flip it on its head)

Laura Elizabeth

I remember getting my first MacBook. I was 17 and had just started a course in graphic design. Like many people, we didn’t have a lot of money growing up so I never had the latest, well, anything. But my mum was adamant that I needed a laptop for college. And not just any old...

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Project Management

10 essential documents you need for high-value client projects

Laura Elizabeth

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 fairly...

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Case Studies

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

Laura Elizabeth

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...

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Project Management

Why you need to design your process (free template and workshop included)

Laura Elizabeth

One of the best things about Client Portal is that it forces you to really think about your process and the deliverables you're giving clients. Most business owners have a process, but it lives mostly in their heads. They go through roughly the same steps with each new client and give roughly the same deliverables,...

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Product Updates

What I learned at Europe’s biggest WordPress conference

Laura Elizabeth

Last month, I (Laura 👋) spoke at WordCamp EU – the biggest WordPress conference in Europe (and, some argue, the world.) Going into it, I was terrified on the morning of my talk. Whenever I’m asked to speak at conferences, I seem to always go through the same five emotions: Elation. ”OMG I’m speaking at...

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Project Management

Do solo founders need a project management tool?

Laura Elizabeth

In the previous article (check out “Do I still need Client Portal if I have a project management tool” if you missed it) we talked about why project management tools are better to use internally with your team and not with your clients (that’s what Client Portal is for!) But another question cropped up a...

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Project Management

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

Laura Elizabeth

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...

Read more

Client Portal keeps getting better!

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

  • What's new in Client Portal version 5.4

    Client Portal version 5.4 has been released! I'm really excited to announce that we have launched the much-requested image slider feature! All about the new Image Slider module Now if you upload images to Client Portal, your clients will be able to preview them in a beautiful slider. Many of you have been asking for this...

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  • 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 in a...

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  • 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 from our developer...

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