Glossary
What is a client portal?
A client portal is a private area of a firm’s website that clients sign into, where they find the documents, updates and forms that belong to them. Each client sees their own material and nobody else’s. Firms run one so that work stops travelling by email attachment.
Portals
Related terms
- What is a member portal?
- What is an investor portal?
- What is a vendor portal?
- What is a customer portal?
- What is a partner portal?
- What is a self-service portal?
- What is an extranet?
- What is the difference between an intranet and a portal?
- What is the difference between a portal and a website?
- What is a no-code portal?
- What is multi-tenant SaaS?
Still deciding
See the terms as features
The glossary explains the vocabulary. The features page shows what each of these looks like in a portal you run yourself, and the pricing page shows what it costs.