Bring clients into the conversation, not the back office.
A controlled space for client communication and files.
Less searching. More progress.
Offer verified contacts the portal capabilities enabled for their workspace. Client-app extensions can add requests, approvals and additional views.
Clients overview
A practical workflow
Start small, verify the result and make it repeatable.
Set the context
Choose the client, work or configuration that the workflow relates to.
Assign and verify
Confirm access, ownership and the settings available in your workspace.
Review the outcome
Check the result and keep the next action clear for your team.
Learn the workflow
Focused help for the people using it.
Prepare verified contact access
Decide what information the client contact is authorised to see.
Read the article client portalExplain the portal to a client
A brief introduction reduces confusion during first use.
Read the article client portalUse requests and approvals where enabled
Requests and approvals depend on the client-app extensions installed in the workspace.
Read the articleMake room for better work.
Explore the fit for your practice before choosing a workspace.