If you’re considering adopting a client portal, it’s crucial to ask yourself these seven questions before making a final decision.
This video covers essential points to guide your choice. Let’s dive in!
1. What Do You Need the Portal to Actually Do?
Every industry has unique requirements. Think about your specific needs. For example, if you’re part of an accountancy firm handling sensitive information, a portal focused on secure file management will be crucial.
2. How Customizable Is the Client Portal?
If full branding is essential, check the customization options. Some platforms, like Clinked, offer white-label functionality. This means you can fully brand the platform from the domain to its appearance, making it truly yours.
3. Is It Easy to Use?
A client portal should be user-friendly. Complicated software can discourage both colleagues and clients from using it. Always take advantage of a demo and a trial period to ensure the portal is intuitive and accessible.
4. How Secure Is My Data?
Data security should be a top priority. Look for bank-grade level security as a minimum standard. For example, Clinked provides two-factor authentication, end-to-end encryption, complex password settings, and even private cloud options to ensure maximum security.
5. What Are the Provider’s Reviews Like?
Do some research to see what other customers have to say. Reviews can offer valuable insights and help you identify the best client portal providers for a positive experience.
6. What Support Is Provided by the Platform?
Check the support channels available. Ideally, the provider offers multiple support options, like online chat, phone, and email. Knowing they have your back, no matter the issue, is essential.
7. How Much Does the Platform Cost?
Compare different packages to match your business needs. Look into payment flexibility (monthly vs. annual plans) for potential discounts and ensure there’s no penalty for upgrading, downgrading, or canceling.
There’s a lot to consider when adopting a client portal. Hopefully, this video has given you some valuable insights. If you’d like to explore the Clinked Client Portal in more detail, feel free to contact our team! They’d be delighted to guide you through a demo and answer any questions you have.