Clinked makes collaboration easy for you and your customers.
Bring your personal touch into a digital experience for clients that aligns with your style of service. Use a Clinked Client Portal to deliver consistency across all client interactions with your client-facing team working remote or mobile.
How Can Client Portal Help My Business?
Clinked client portal is designed to improve the way businesses work with external clients and partners, bringing them and your team together within a secure environment. Connect colleagues, clients and partners and join them in a central location for easy information sharing anytime and anywhere.
Clinked’s client portal offers bank-level security to provide the best possible protection for your business and clients, so rest assured that the data being stored in your client portal is in the safest hands.
256 bit SSL in transit and AES encryption at rest.
1.2 TLS for all communication.
Two-factor authentication for secure access to your solution.
Account administrators can view all user activity in the audit trail.
IP restrictions available for Enterprise customers.
Clinked is fast, reliable and easy to use – you can get set up and start sharing within minutes, not days. Upload multiple files of an unlimited size and easily organize documents into structured folders for easy navigation and viewing.
Control file and folder permissions for internal members.
Request approvals on the latest documents and versions, including e-signatures.
Drag and drop files and folders to share large files.
Locate and bring up files and folders with the universal search bar.
View live previews of your documents without having to download them.
Gain the much-needed transparency to see what’s going on with your team members, clients and stakeholders at all times. After setting up your projects and groups, invite team members to join you in working together.
Update clients with real-time activity streams and project progress management.
Assign tasks to individual team members or share the workload with more than one user.
Set deadlines for members and monitor project updates.
Have efficient discussions, communicate using @mentions and microblogging.
Manage important events with the group calendar.
Clinked’s group chat feature allows for faster communication, without the need for e-mail.
Your Office Can Be Anywhere
Getting started with Clinked is simple – all you need is a device and an Internet connection. Team members and clients can be located all over the world but are still able to work together efficiently and in real-time, with files and conversations syncing across all devices.
Share files and documents on-the-go with your mobile device.
Retrieve files instantly from the cloud.
Securely email files straight into your client portal.
A client portal is software that allows for secure interaction between specific parties. Historically, client portals have been used as a tool for organisations to allow client or partnering organisations, to access documentation for viewing or downloading in a one-way communication channel, sometimes called an FTP site or VDR. These one-way channels ensured the correct parties were accessing the correct documentation.
However, technology and client facing organisational needs are evolving. At Clinked, we believed client portals needed to evolve as well. The adoption of client portals have become standard operational features for many businesses working with multiple businesses or clients.
The three key reasons why more organizations are using client portals are:
Security: Client portals should offer 256bit SSL encryption, which is standard for online banking, at a minimum. Also, data is stored remotely in data centres employing physical security measures offering a more secure option than on a private server, PC or network.
Storage: Storage within remote data centres means that usually your files are stored across multiple servers and are therefore more protected against physical hardware failure.
Geographical Flexibility: Many organisations have embraced geographic flexibility for their teams working in various locations and off premise. Also, clients are in similar positions with their geographical flexibility, however require direct access with low friction.
Businesses have been able to educate teams and clients on the benefits of a client portal as a central hub of information and platform to access data. It has become an attractive asset due to the flexibility allowing teams and clients to collaborate securely on demand.
Today, client portals are innovating to offer higher service through providing mobile apps and integrations with other software applications. These innovations include replicating the functionality of many popular tools used for team collaboration that cannot be fully opened for security reasons with outside parties. Today’s technologies have increased the abilities of collaboration and whilst being a modern concept, many businesses see and reap the benefits of two-way channels for teams and clients.
What functionalities do most client portals include?
Cloud Storage: All documents and files are stored online
Document Collaboration: Review, comment and annotate throughout creation process
eSignature & Approval: Use approval processes or eSignatures to finalise document and have a memorialised audit trail
Groups (or Channels): User defined permission based groups allowing specific parties access with easy to control user management
Advanced Permissions: Allowing multiple groups with security concerns
Password Management: Members has self-controlled governance of passwords allowing admins to focus on work
Discussion Boards: Groups and teams can communicate internally or remotely online
Project Management: Using flexible self-managed event calendars and tasks to assign work to members across internal and external members
Tasks: Assign and manage Tasks to keep progress visible, set due dates and milestones and send automatic email notifications when there is an update
Group Chat: Allowing real time communication between groups or individuals with 1-1 chat
Audit Trial: Know who has accessed, changed or delete data on the platform as well as which devices or browsers have been used to access the platform in real time and easy export functionality
White-label: Allows for your company branding to take be presented throughout the platform in an easy to manage way
A client portal can benefit businesses by easing the workload of employees and helps them to provide excellent value-add to client relationships. Client portals open up broader channels of communications for companies working with geographical flexibility and allows businesses to scale value-add offerings to their client portfolio.
Curious to learn how to bring a two-way customisable, collaboration tool that can align with other innovations to both your clients and teams? Check out Clinked Client Portal by contacting our team to schedule a demo or try a free 10-day trial to see how it works anytime.
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Choose a Clinked Client Portal for your Business. Upgrade your client experience today with our fully white label, best in class client portal.