Client Portals
Client Portals ​​act as each company's playbook and information center tailored to the client's specific needs. Once a client becomes a client, our IT staff reviews clients needs and builds our their portal making additions & adjustments as needed or projects change. Below are examples of common elements found within many of our client portals. And, many clients have us build custom elements as well.​​
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Overview (Home)

All Activity Roadmap
Quick actions
Notifications
Highlighted Key Metrics
Communication

Secure Messaging
Document Exchange
Support Tickets
Project Center

Active Projects with Progress
Archived Projects with Historicals
Interactive Dashboards
Complete Reporting and Analytics
Downloads
Knowledge Base
Management Reference
Staff Reference
Permission Controlled Access Documents and SOPs
Video Tutorials
More
Document Hub
Document Library
Uploaded Documents
Downloads (all)
Proposals & Billing

Electronic Proposals
Archived Signed Proposals
Invoice Detail
Secure payment
Subscription Management