Try a portal as a solo business
Start with one client and one document exchange. Check the client experience and the plan limits before moving more work into a portal.
3 posts tagged "freelancers"
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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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How to Send Documents to Clients for Review
To send documents to clients, upload a clearly named file, tell the client what response you need and agree how long it will remain available. A download can show that a file was retrieved; it does…
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How to Share Files With Clients Without the Chaos
To share files with clients, give each client one place to receive documents, send files back and leave feedback. A simple client portal keeps that exchange together without asking you to set up…
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