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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...

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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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Case Studies

How to set up a client portal for a web design project (and a free template)

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...

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Project Management

Why Client Portal doesn't try to do everything

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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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...

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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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Client Portal keeps getting better!

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

  • Text & Media module: what’s new in Client Portal 5.11

    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...

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  • Portal gallery: what's new in Client Portal 5.10

    Back 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...

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  • What's new in Client Portal version 5.9

    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...

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