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What is Client Portal?

Set yourself apart in the marketplace by providing your clients with a highly efficient and user-friendly client portal. This Client Portal integrates smoothly with WordPress, allowing you to manage client projects without the confusion that often accompanies conventional project management systems. Projects frequently descend into disorder; if you are involved in client work, you undoubtedly understand the hurdles of keeping track of multiple tasks and deliverables. A significant portion of the documents exchanged is typically sent through email, which can easily become buried in the cluttered inboxes of both you and your clients. Whether you need to retrieve a proposal from months past to clarify project details or your client is on the hunt for a Google document containing an important draft, such scenarios can lead to unnecessary frustration. The Client Portal is an uncomplicated, lightweight WordPress plugin that can be swiftly integrated into your site, offering clients a systematic way to monitor project developments and access essential files whenever they need them. Say farewell to repetitive requests like "Could you resend our logo? I can't find it!" as this innovative solution guarantees that everything is precisely where it belongs. By elevating your clients' experience, you'll not only improve communication but also boost overall satisfaction, ultimately strengthening your professional relationships. In a competitive landscape, a well-organized portal can be the key differentiator that enhances your service offerings.

What is CU Board Members?

The CU Board Members platform provides a secure and user-friendly environment for managing board activities, offering features like online board packets, video conferencing, policy procedures, event calendars, discussion forums, online voting, and compliance monitoring. By allowing board members to conveniently access crucial documents and board packets online, it significantly boosts meeting productivity. A dedicated virtual conference room is perpetually available, allowing directors to participate in meetings from anywhere, including while on the go. It also encourages collaboration among board members outside of meetings through tools like video conferencing and discussion forums, along with secure online voting capabilities. All policies are easily accessible and can be published directly on the corporate intranet for transparency. The system proactively tracks compliance requirements and sends alerts about potential issues ahead of time. Designed for compatibility across a variety of devices including desktops, laptops, tablets, and smartphones, it ensures accessibility for all users. With an affordable monthly pricing structure that has no setup or cancellation fees, it is accessible to organizations of all sizes. This all-encompassing solution not only streamlines board operations but also enhances governance efficiency, making it a valuable asset for any organization looking to optimize its board management process. Additionally, its user-friendly interface encourages greater engagement and participation from board members, contributing to a more dynamic and effective governance environment.

Media

Media

Integrations Supported

Datto RMM
IRSLogics
WordPress

Integrations Supported

Datto RMM
IRSLogics
WordPress

API Availability

Has API

API Availability

Has API

Pricing Information

$199 per year
Free Trial Offered?
Free Version

Pricing Information

$200 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Client Portal

Company Location

United Kingdom

Company Website

client-portal.io

Company Facts

Organization Name

E Space Communications

Date Founded

2000

Company Location

United States

Company Website

www.espacecommunications.com/cuboardmembers.html

Categories and Features

Portal

Chat
Collaboration
Content Management
Document Management
File Sharing
Search

Categories and Features

Board Management

Agenda Time Management
Approval Process Management
Board Assessment
Calendar Management
Collaboration
D&O Questionnaires
Document Management
Electronic Signature
For Nonprofits
Member Directory
Minutes Management
Polls / Voting
Role-Based Permissions
Roles and Terms
Single Sign On
Skills Tracking

Compliance

Archiving & Retention
Artificial Intelligence (AI)
Audit Management
Compliance Tracking
Controls Testing
Environmental Compliance
FDA Compliance
HIPAA Compliance
ISO Compliance
Incident Management
OSHA Compliance
Risk Management
Sarbanes-Oxley Compliance
Surveys & Feedback
Version Control
Workflow / Process Automation

Meeting

Action Item Tracking
Agenda Management
Attendee Management
Board Meetings
Committee Meetings
Internal Meetings
Invitation Management
Legislative Meetings
Materials Management
Meeting Feedback
Meeting Preparation Tools
Meeting Room Booking
Minutes Management
Post-Meeting Tools
Scheduling
Travel Management
Voting Management

Portal

Chat
Collaboration
Content Management
Document Management
File Sharing
Search

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