Client Portal Setup
Your engagement in one account, from day one.
Configuration and onboarding for the client portal every engagement runs through — projects, files, proposals, estimates, invoices, forms, learning material and support tickets in one place.
What you get out of it
- One login instead of scattered email threads
- Live project status without waiting for an update call
- Invoices, estimates and proposals in one history
- Onboarding material your new staff can work through
What's covered
Account and access setup
Your workspace, your team's logins and permission levels, configured before kickoff so the first project starts inside it.
Workflow configuration
Project templates, approval steps, form intake and support ticket routing shaped around how your team already works.
Training and adoption
A live walkthrough plus short recorded lessons in the portal's learning section, so adoption does not depend on one person.
Questions we get about client portal setup
Talk to us about client portal setup
Tell us what you are trying to move and we will come back within one business day with next steps.