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Email - Dead or Evolving?
Sarah Broderick
By Sarah Broderick
on June 27, 2019

From inbox zero to enforced breaks, policies and suggestions around the management of emails are numerous. The direct public offering last week of Slack, a workplace collaboration software, and release of competitive products such as Microsoft Teams may indicate that such tools could replace...

How To Create Your Own Client Portal (The Easy Way)
Anna Sayers
By Anna Sayers
on June 11, 2019

Whether you’re an investment advisor, accountant, lawyer or management consultant - a client portal can be a great addition to your business and is flexible enough to adapt to your particular company's needs. Helping to boost client satisfaction, increase employee productivity and saving...

How does portal software keep my business compliant?
Maia Creed
By Maia Creed
on September 12, 2018

Reviewing your needs for portal software can be time-consuming and complicated. And when it comes to compliance, requirements will be stricter and will require more detail, if you want to get the green light from senior management.

Five Things Your Boss Needs In A Client Portal
Maia Creed
By Maia Creed
on September 11, 2017

If you are considering that a client portal could be the right solution for your company, and your boss is looking at the requirements that they need; then look no further. Here are five things that a client portal can provide, that your boss is going to be looking for in a potential solution.

5 Clinked Features To Take Your Business To The Next Level
Maia Creed
By Maia Creed
on July 12, 2017

When your average day at work involves meetings, managing and liaising with employees and clients, more meetings, dealing with lots of information, general administrative tasks and even more meetings; using a Clinked portal can help you regain control of your workload, whilst allowing more time...

6 Features That Make The Perfect Client Portal Solution
Maia Creed
By Maia Creed
on June 16, 2017

A client portal is a secure way for your clients to communicate with you online. More specifically, it is used for safely sharing documents, services and information between you and your customer(s) across the Internet. A properly implemented client portal not only improves the communication...

Are businesses expecting too much from e-mail?
Charlie Scott
By Charlie Scott
on July 26, 2017

Since the first email was sent back in 1971, the platform has facilitated the vast majority of communication in businesses. The intuitive nature of emailing allows anyone and everyone to take advantage of quick and easy communication that can be created, sent, received and understood in seconds....

4 Signs That Customer Portal Software Is The Right Solution
Maia Creed
By Maia Creed
on April 19, 2017

As a business owner, you constantly need to find new and innovative solutions to the problems that you’re facing. One of the solutions we have discussed extensively in this blog is a client portal. But how do you know that it is the right solution for you? Here are some of the key signs to look...

5 Features Of Client Portal Software That Can Improve Virtual Teamwork
Maia Creed
By Maia Creed
on April 19, 2017

Working within a team can help individual employees to complete tasks faster and more efficiently. Traditionally, teamwork has taken place in face-to-face scenarios. For instance, when completing a project or holding a meeting within an office environment. Nowadays, it’s just as common to find...

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