If you’re a client of ours, you’ll probably know about our integration with Zapier by now. The life saving tool that opens up a wide variety of workflows between your Clinked portal and thousands of your favourite apps.
How to collect money from clients who won't pay is one of the greatest challenges for many businesses. Find out how you can make them pay using a proven multi-stage system.
Security and compliance at legal firms can be strengthened by the use of a secure client portal, which offers high level data security, user access permissions, audit trail and more.
Collaborating in a client portal involves either working with internal team members, external clients or more commonly both. Clear differences between the two mean that the way members are set up and the methods of collaboration will differ.
Custom client portals can add greater efficiency for private equity firms. Here we find out how you can provide your PE clients with a superior client service experience.