Client Portal

What is a Client Portal?

A client portal is a secure web-based platform that allows businesses to share information and collaborate with clients in real-time. This platform provides clients with access to important documents, project updates, and other relevant information. By using a client portal, businesses can streamline communication, reduce the need for face-to-face meetings, and improve efficiencies.

For instance, a law firm could create a client portal where clients can access legal documents, track their case progress, and communicate with their lawyer. A financial planner could use a client portal to share account information, financial analysis, and reports. In both cases, the client portal provides a centralized location for clients to access important information and communicate with their service provider.

Overall, client portals are an effective way to improve communication and collaboration between businesses and their clients. They offer a secure and convenient way to share information, reduce administrative tasks, and improve client satisfaction.

Looking for a better way to run your service business?

Copilot’s product suite gives businesses an all-in-one solution for client management, messaging, payments, file-sharing, contracts, forms, help desks, and more. Additionally, Copilot enables businesses to offer their clients a unified experience with a branded client portal. To give Copilot a try you can start a free 14-day trial here.


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