Client Portals

Learn how client portals can improve communication, streamline workflows, and enhance the client experience.

7 articles in this category

client portal security

A Practical Guide to Client Portal Security, Compliance & Data Privacy

Security feels overwhelming. This practical guide cuts through the jargon—GDPR, encryption, 2FA, vendor questions—and tells you what actually matters.

Chris Willow

Updated Oct 22, 2025

customer self-service

Client Portal Self-Service: Complete Guide for Agencies

Looking to give your customers the opportunity to solve their own issues? Read this guide on customer self-service and how to make the most of it.

Chris Willow

Updated Oct 22, 2025

client portal for wordpress

How to Create a Client Portal for WordPress: The Ultimate Guide

Creating a client portal for WordPress isn’t difficult, but it can be an intimidating process. Here’s how to choose the right plugin and what to keep in mind.

Chris Willow

Updated Jul 30, 2025

customer portal features

Customer Portal Features & Best Practices: What Your Software Needs

There’s a plethora of client portal solutions out there, all with different functionality. But some customer portal features are a must-have.

Updated Aug 1, 2025

what is a client portal

Client Portals: Definition & Why You Should Use Them

The client portal has turned from a nice-to-have feature to something most companies heavily rely on. Let’s take a closer look why you need a client portal and its benefits.

Chris Willow

Updated Jul 29, 2025

client portal software

Top 5 Best Client Portal Software for 2025

Managing client information and communication effectively is a key part of running a profitable agency. A client portal is a tool that allows agencies to do just that.

Updated Aug 25, 2025

client portal pricing

Client Portal Pricing: The True Cost of Building Your Own Portal

Ever tried building a client portal for your agency? If so, you know just how challenging it can be to bring all of those tools together, and how expensive maintenance can become.

Chris Willow

Updated May 13, 2025