Who opens it
Clients of advisers, agencies, law firms, accountants and recruiters. Often more than one person per client, and often people who are not in the day-to-day and only want to know one thing: has it moved.
What they see
The stage the engagement has reached and what happens next. The documents belonging to it, and which of them are signed, sent or still in draft. Most usefully of all: whose turn it is, so the client can see when the delay is theirs.
Where it comes from
From the project or case tool your team works in, from wherever agreements are signed, and from your finance system for anything billed. The portal reads them when the page opens rather than asking anyone to keep it up to date.
What it saves you
The weekly status mail that takes an hour to write and gets skimmed. A portal that is always current is worth more than a summary that was true on Friday, and it is written by nobody.
What it is not
- Not a case management system. Your team keeps working where it works today.
- Not a shared drive. Nothing is copied in, so a document cannot be out of date in two places.
- Not a second place to maintain. The client sees the case as your own people see it.