What is Client Portal?
Client Portal is a secure, self-service online platform where clients can access their project information, documents, reports, messages, and other relevant resources. It improves communication, transparency, and collaboration between agencies and their clients by providing centralized access to updates and deliverables.
Table of Contents
Full Definition
A well-designed client portal enhances client experience and reduces support requests.
It allows real-time access to project progress, billing, and communication.
Security and usability are critical factors in portal adoption and satisfaction.
Examples
Increases transparency
Improves client communication
Centralizes project information
Benefits
Requires development and maintenance
Needs strong security measures
Can be underutilized without training
Common Mistakes
Invest in user-friendly design and clear client onboarding for portals.
Conclusion
Invest in user-friendly design and clear client onboarding for portals.