The Client Portal Blog

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workflow, and growing your business.

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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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Feature Spotlight

How to use Client Portal for your online course

Laura Elizabeth

Our Client Portal customers are often amazed at how many different use cases there are for it. Once you get what Client Portal does, you start to see infinite possibilities for its uses. "I am so glad I found Client Portal. It is very flexible and will help me grow from being a freelancer to...

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Product Updates

What's new in Client Portal version 4.14

Laura Elizabeth

Today's update to Client Portal will be a game-changer to those of you who sell products using WooCommerce. From today, you can now use WooCommerce to sell access to any of your portals. Here's how it works: 1) Set up any Client Portal templates that you'd like to sell. These could be services, courses, a...

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Project Management

3 ways your digital agency can use Client Portal

Laura Elizabeth

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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Product Updates

What's new in Client Portal version 4.12

Laura Elizabeth

Client Portal version v.4.12 has been released! Today's update is the single most requested feature we get, so as you can imagine, I'm pretty pumped to have it released 💪. Automatic Portal Creation and Self Signup: All you need to know This new update comes in two parts. First is the automatic portal creation which was stealthily released...

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Product Updates

What's new in Client Portal version 4.10

Laura Elizabeth

Client Portal version v.10 has been released! Today's update has been consistently requested from the very beginning and, despite it not being the sexiest update, we think it's going to be really useful. Custom slugs: All you need to know Now in Client Portal you can have the option to change the slug to whatever...

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Product Updates

What's new in Client Portal version 4.9

Laura Elizabeth

Announcement: If you are currently on version 4.9.0 or 4.9.1 of Client Portal, we need you to manually update the plugin to continue getting updates. More info at the end of this post. We're so excited to have officially released the much anticipated Notifications feature! It's been a long road to get here but we...

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Feature Spotlight

How secure is Client Portal (and WordPress)?

Laura Elizabeth

When you consider WordPress for your website, a few things probably go through your mind: The ease of managing content and features the site will have. How WordPress can help deliver that using the design they have in mind. Where the site will be hosted.  How security of the site will be implemented and managed....

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Case Studies

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

Laura Elizabeth

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...

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Product Updates

What's new in Client Portal version 4.8

Laura Elizabeth

We've just released a new version of Client Portal with a big new feature: Client uploads! We know that many of you have been waiting for this so we are absolutely thrilled to have it ready. Now you can choose "Client Uploads" in the "Module Type" dropdown... ...and your clients will see an "Add files" link on that module. This is where they can upload their files which you will be able to download either from the backend or frontend of Client Portal.

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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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