Client Portal
Professionalize your projects with a beautiful, centralized client portal
- Website
- client-portal.io · all feeds from this site
- Feed URL
https://client-portal.io/feed/
Read it in your FeedListing reader
Or add to: Feedly Inoreader Raw feed
Latest posts
-
How to embed Google Drive and Dropbox files in Client Portal with WP Cloud Plugins
Client Portal was built to sit alongside the tools you already use. Keep your project management tool, keep your accounting software, and let the portal be the bit your clients see. (More on that in why I don't recommend all-in-one tools for freelancers.) Files are a good test…
-
Why I don’t recommend all-in-one tools for freelancers
There are lots of what I call "kitchen sink" tools on the market at the moment, all promising to run your whole business. Since AI arrived, more seem to appear every day. They promise you the world: proposals, contracts, invoicing, forms, scheduling, projects and client portals,…
-
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…
-
We're retiring the Classic editor in Client Portal
Client Portal has two ways to build a portal, and we're retiring one of them in 2027. The Classic editor is the original portal builder. You add phases and modules through settings screens, and you only see what the client sees when you preview the portal. The block editor is…
-
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…
-
Create a portal for client onboarding
If you've set up Client Portal and then stalled on what to actually put in it, build a client onboarding portal first. It's the portal every client needs, it barely changes between them, and it's the only part of your process that isn't tied to a specific piece of work. It's…
-
The best client portals for freelancers (an honest comparison)
Running a freelance business usually means a patchwork of email threads, Google Drive links and the occasional "did you get my invoice?" message. It works, mostly. But once you're juggling more than a handful of clients, you spend a surprising amount of time just finding things…
-
How to collect and manage client feedback in Client Portal
A question we get fairly often: can you collect and manage client feedback inside Client Portal? Yes, in a few ways, depending on what you need. They all use the comments feature on content pages, so that's where we'll start. Collecting feedback with comments on content pages…
-
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:…
-
What's new in Client Portal version 5.8
Version 5.8 is mostly about notifications and comments. A few new things, an overhaul of the settings page, and the usual round of smaller fixes underneath. 1) New: Notification for comments on content pages Back in version 5.5, we shipped the ability for clients to leave…