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How To Create Your Own Client Portal (The Easy Way)

Maia Creed
By Maia Creed
on July 12, 2017

create a client portal the easy way clinked

Whether you’re an accountant, lawyer or management consultant, a client portal can be flexible enough to adapt to your particular business needs. It can boost client satisfaction, increase employee productivity and can save you time and money; it also allows for more flexibility, with telecommuting and remote work being a possibility for staff members, which can improve employee retention.

 

When it comes to implementing a client portal...

Tou can either build one yourself, or choose to purchase client portal software. Choosing to build your own could prove costly and time-consuming, so for a business looking for a solution quickly, purchasing client portal software is likely to be the fastest and easiest option. Aside from saving you precious time and money when compared with building your own, purchasing client portal software like Clinked can provide your business with a number of other benefits (read: Client Portals - Why Might My Business Need One?)

  • Easy implementation
  • Strengthen business relationships
  • Increase brand awareness
  • Access to support from the professionals
  • Easier IT maintenance
  • Scalable pricing options to fit your business
  • Bank-grade level security

 

…So setting up and collaborating has never been easier. You can get started within minutes, white labelling your portal and inviting members to start working on projects right away.

 

 

Step 1 - Setting Up

Setting up isn’t a complicated task. You can create an account and get on to creating your client portal right away. If you need any help will the process,one of the benefits of purchasing client portal software is that you’ll have access to support in multiple forms – online support, e-mail, phone calls, videos and demos.

You can create projects and groups, add team members, and get on to branding your client portal before you start collaborating on projects and sharing ideas. You can set up your optional mobile app and SmartSync desktop tool too, as well as Google Apps integration and syncing your calendar.

 

client portal

 

 

Step 2 - Branding Your Portal

A white-label portal will create a more personable environment for your team members and clients. Clinked gives you the option to customise your URL, login screen, logo, colour scheme and client portal terminology. You can also choose to white label your mobile app and Desktop SmartSync tool.

You can change your login screen, logo, colour scheme and portal terminology from your account settings. Excluding Enterprise customers,white labelling your URL, mobile app and Smart Sync application can be purchased as add-ons to your existing client portal.

 

client portal

 

 

Step 3 - Collaborating With Clients & Team Members

When your client portal has been set up and branded, you can start collaborating with your team members and clients. Finalise and approve documents, discuss new ideas within groups, plan events with your team and clients, and set tasks and deadlines for Clinked members.

There’s also the ability to collaborate with team members and clients that don’t have ‘user’ status within your client portal – it’s quick and easy to share documents and folders externally, with optional password protection and an expiry date and time for additional security.

You can also collaborate remotely with the mobile app and SmartSync desktop tool. With SmartSync, you can choose to automatically or manually sync your documents. Your chosen files and folders will be more accessible to your team members and clients.

 

 

Have a look around our website, find out more information about our client portal solution and sign up for your 10 day free trial if you think Clinked could be the right client portal for your business!

FIND OUT MORE CLINKED FEATURES

 

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Maia Creed
Written by Maia Creed
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