Decide whether a portal fits
Start with the document problem, then check client access, team permissions, limits and cost. A portal should fit alongside the tools you already use.
7 posts tagged "decision framework"
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What 'EU-Hosted' Actually Means for Client Data
"EU-hosted" means the servers holding your data are in the European Union, and on its own it says nothing about backups, sub-processors or who runs the company. The label appears on a great many…
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Project Management With a Client Portal
Project management with a client portal can mean shared tasks inside one platform or a separate document portal alongside an internal project tool. Choose by what clients must do: manage work with…
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What Freelancers Actually Need in a Client Portal
What freelancers need in a client portal depends on the exchange: send a draft, collect source material and keep feedback on the right file. Judge simplicity by completing those tasks as both…
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Why Pay €49/Month for a Client Portal?
You went looking for a client portal and a lot of options land around €49 a month. That is enough to be worth a moment's thought, not enough to need a business case. The useful question is not…
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Client Portal vs Customer Portal - What's the Difference?
A customer portal is a self-service website where many customers of a product manage their own accounts. A client portal is a private space between a service business and one specific client, used to…
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Client Portal Security: Three Levels Explained
Client portal security depends on what grants access, not whether the client creates an account. Droplana has three business-wide levels: Strict, Controlled and Relaxed. Strict is the default and…
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When to Upgrade From Email to a Client Portal
Marketers want you to believe you need every tool, immediately, today. We don't. Upgrade from email to a client portal when finding files, tracking missing documents and matching feedback to versions…
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