Client Portals

Here at Maxim Consulting, we have worked with several businesses recently that have required client portals. Portals are platforms that host relevant documents that clients may need to access and refer to at any time. Client portals can take many forms, from shared Google Drive files to secure digital gateways linked to a website. One of our clients saw inbound phone calls reduce dramatically because their clients had access to relevant documents through their portal.

What types of documents do these portals host?

Usually, client portals contain documents that clients can access easily with a password. These documents often relate to your business and its processes, and provide relevant information that your clients may need to regularly refer to such as safety and technical data files or finance reports. 

Why are these portals necessary?

There are many reasons why a portal might be needed. Client portals are an ideal way to organise documents and keep them in one secure place. A keyword search option is a great way to keep the process fast and simple. Up-to-date files and documents that are easy to access can help reassure clients, especially if they have numerous locations.

Client portals can also save time and prevent delays in each other's processes; a secure portal means your clients can find what they’re looking for without spending time making requests and filling up your inbox. 

The more clients you gain the harder it becomes to keep on top of client requests. Client portals make processes much simpler, saving time and unnecessary work for you and your employees. 

Overall, portals can enhance productivity and improve business functionality. If you think this is something your business could benefit from, contact us today. We’re always happy to help with any Digital Consultancy projects.