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Clinked’s Top 5 Use Cases For Client Portals!

In this video we explore the top 5 use cases that cause companies to make the move into the client portal space.

Communication Using Clinked Portal

Learn more about communication features within Clinked

How To: Discussions In Clinked

Top use cases and tips to make the best out of discussions in Clinked

How To: Clinked Files Functionalities

Share, comment, annotate, approve & sign documents within Clinked.

How To: Zapier Integration

Connect over 3000 apps to your Clinked account with our Zapier integration.

How to: Clinked Notifications

Adjust your notifications settings to stay up to date on content you care about.

How To: Clinked Subgroups

Subgroups help you carry information across multiple groups easily and quickly.

From Client Satisfaction to Client Experience

Go beyond standard client satisfaction to deliver a great digital CX with Clinked

5 Benefits Of Customer Portal Software

  • 5 key benefits of customer portals for businesses
  • Key stats on collaboration trends in the workplace

The Top 5 Use Cases For Client Portals

  • 5 different ways that businesses use their client portals
  • Key stats on collaboration & communication with team members

Project Managers, Client Portals & Productivity

  • Key stats on the use of software in the workplace
  • Ways PMs can embrace clients portals increase productivity

How To Improve Client Relations

  • 10 ideas to keep your customers happy and improve retention
  • Key stats on managing client relations in the workplace

The Importance Of Business Branding

  • Why you should be branding your business
  • Examples of companies with effective branding

Cloud Collaboration For Businesses & Teams

  • Top 4 benefits of cloud collaboration for businesses
  • Key stats & trends around team collaboration in the workplace

Cloud Collaboration Software 101

  • How cloud collaboration software impacts today’s business landscape
  • How embracing the cloud makes businesses more competitive
Branding your business

How To Brand Your Business Like A Boss

How can white label help you develop your brand equity
client portal what is it

The Ultimate Guide To Client Portals

Everything you need to know to choose the right platform
Film case study

Media & Entertainment: Juniper Post

  • The pain that Juniper Post experienced before Clinked
  • The solutions that Clinked provided for Juniper Post
government case study

Government Organization: FHWA

  • The pain points for FHWA before Clinked was implemented
  • How Clinked has provided relief for FHWA
Manufacturing case study

Global Manufacturing: Welding Alloys

  • The pain points for Welding Alloys, before Clinked was implemented
  • How Clinked has provided a solution and relief for Welding Alloys
Architects case study

Architecture: KJ Architects

  • The pain points for KJ Architects before Clinked was implemented
  • How Clinked has provided a solution for KJ Architects
Health and safety case study

Health & Safety: SafetyMARK

  • The pain points for SafetyMARK before Clinked was implemented
  • How Clinked has provided relief for SafetyMARK
Accounting case study

Accounting Practice: Outbased

  • The pain points for Outbased before Clinked was implemented
  • How Clinked has provided a solution and relief for Outbased
Publishing case study

Publishing: Ren Diller

  • The pain points for Ren Diller & her editors, before Clinked
  • How Clinked has provided a solution and relief for Ren Diller
Technology Case Study

Technology: Exaget

  • The pain points for Exaget before Clinked was implemented
  • How Clinked has provided a solution and relief for Exaget

Difference Between Members & Guests

See whether you need Members, Guests, or both. Learn how to create them.

Set Up One Off & Recurring Events

Set up one off events or make them recurring daily, weekly, monthly or yearly.

How To: Set Up & Manage User Tags

Learn how you can add user tags to your team members and clients.

Set Up & Manage Google Apps Integrations

Easily integrate your Clinked client portal with Google Apps.

Understanding Notifications in Clinked

We explain the four types of notifications available with Clinked.

Uploading & Managing Files & Folders

With Clinked, you can easily upload your documents and folders.
https://www.youtube.com/watch?v=Q62zkQ2ocnc

Group Ownership

Transfer your groups across accounts and move them to different dashboards.

Content Following

Follow content and get notifications of any changes that have been made.

Adding Group Labels

This is how you can quickly and easily rename your groups and projects.

JotForm Integration

Discover how to integrate JotForms into the ‘Notes’ section of your client portal.
https://www.youtube.com/watch?v=hWk95Bek3uE

QuickShare

In a rush? Here’s how to share your files and folders in seconds.

@Mentions Messaging

Communicate with team members & clients by using @mentions feature.

Creating Notes

Have a look at what you can do with Clinked’s ‘notes’ feature. Create tables, embed videos, add images and more.

File & Folder Sharing

Find out how to share your files and folders within your Clinked client portal with this video demo.
https://www.youtube.com/watch?v=Y0HQ5ztKghQ

Creating Tasks

Learn how to add tasks, including assigning team members, setting deadlines, and adding comments.

https://www.youtube.com/watch?v=0gB9iipwgIw

Setting Up Events

Create events, invite team members and clients, and set e-mail reminders.

Having Discussions

Set up discussions forums. Share ideas with your team members & clients.

E-mail Sharing

Find out how you can share your files via e-mail with Clinked.

Version Control

Upload new versions of documents, without losing access to the previous version.

File Permissions

Increase security by controlling file access with Clinked’s ‘file permissions’ feature.

File Approvals

Get your documents finalised by requesting approvals from clients, team members or managers.

Password Protected Shares

Keep your documents extra secure by adding a password before sharing externally.

Sharing Content With Guests

Learn how to how to share content, manage and create accounts for Guest users.

How to create Groups And Members

Learn how to create and duplicate your Clinked groups and invite members into each.

Setting Up Clinked

Learn the basics of branding, creating groups and collaborating with Clinked in 3 minutes.
Client portal for accountants

Client Portals For Modern Accountants

Everything you need to know to choose the right platform
Accounting client portal

Need A Client Portal For Your Accounting Firm ?

Take our 1min quiz to find out if you could benefit from a client portal

Clinked Group Onboarding & Refresher

Get up to speed (or refreshed) on how to set up your Clinked account

How The Cloud Can Make You A Better Manager

  • The ways in which the cloud can improve management
  • How the cloud is beneficial to employees and business owners

White Label Software For Businesses

  • The benefits of white label software over non-branded software
  • Whether white label software will suit your business

Discover the Power of Client Portals

What is a client portal and what are the main benefits for my business?
Grow your business with client communication

Grow Your Business With Client Communication

Use communication as a growth driver for your business
partner portal checklist

Does Your Business Need A Client Portal?

Take our 1min quiz to find out if you could benefit from a client portal

Upgrade your client experience today

Choose a Clinked Client Portal for your Business. Upgrade your client experience today with our fully white label, best in class client portal.

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