Project Management September 19, 2023 by Laura Elizabeth

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

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... […]

Project Management August 8, 2023 by Laura Elizabeth

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- […]

Project Management July 21, 2023 by Laura Elizabeth

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

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... […]

Project Management July 6, 2023 by Laura Elizabeth

Do solo founders need a
project management tool?

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... […]

Project Management June 29, 2023 by Laura Elizabeth

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

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... […]

Project Management February 9, 2022 by Laura Elizabeth

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... […]

Project Management August 12, 2020 by Laura Elizabeth

How secure is Client Portal (and WordPress)?

How secure is Client Portal (and WordPress)? 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... […]