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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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We've been heads-down on a batch of updates to Client Portal, and they're nearly ready to go. Nothing has been rebuilt from scratch (your portals will look familiar) but a lot of the small friction points have been ironed out. Here's a quick summary of what's changed: A refreshed portal design The layout is the...
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....
Read more Client Portal version 5.5 has been released! When we first launched Client Portal back in 2016, the ability for clients to leave comments in portals was part of our original plan. However, WordPress comment security was somewhat different back then. We couldn't figure out how to do it properly without creating privacy issues between different...
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A 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 more 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...
Read more 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...
Read more 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...
Read more 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 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...
Read more 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 from...
Read more Stay up to date with the latest Client Portal releases, features, and news.
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 A couple of weeks ago I posted a "coming soon" preview of a batch of updates we'd been working on. I was expecting another few weeks of testing before it was ready. Turns out it was ready sooner than I thought. Everything in that post is now live. If you haven't updated yet, head to...
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