The Client Portal Blog

We write about creating better client experiences, streamlining your
workflow, and growing your business.

Get new articles in your inbox

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...

Read more
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...

Read more
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...

Read more
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...

Read more
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.

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 5.5

    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...

    Read more

  • 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...

    Read more

  • 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...

    Read more
All Releases