Case Studies for Client Portal

Hello and welcome! We've been collecting case studies of Client Portal in use and we're excited to show them to you... in a portal!

We've got them organized by type of use. Be sure to read the little description for each so you know who it is and their industry.

How to contact us

Send us an email if you are looking for info on a different type of use. Maybe we're working on it! Or if you think you have a unique use of Client Portal and we should consider featuring YOU, drop us a line for that too!

Section 1 Accounting

Steve Mosby Steve Mosby is using Client Portal to organize and upsell his accounting clients.

Section 2 Coaching

Jonah Selner Jonah organizes an elite coaching program using CP

Priscilla Rolvers Priscilla Rolvers is an organic skincare formulator. She uses Client Portal to coach her clients through 26 modules in 4 phases.

Section 3 Consulting

Anthony Wallace Anthony is a consultant and uses Client Portal to create a full agency effect

Section 4 Course Delivery

Coming Soon! We hope to have a case study here soon!

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Section 5 Design

Devon Solomon Devon is a designer setting himself apart from the competition

Ben Henderson ReposeCreative is a WordPress design company in the UK. Ben tells us about the wow factor for his clients, and how he's saving time.

Dania Bernard Dania Bernard is a website designer using Client Portal as a project manager for herself, and also keeps her clients updated and impressed.

Michelle Ellison Web design and software company that accepts payments through Client Portal! (Coming Soon!)

Ryan Clover-Owens Ryan uses Client Portal and ConvertKit to streamline the login process for his clients. Coming Soon!