u/Jahoffstyle

Anyone here actually using a client portal system?

Been thinking about setting up some kind of client portal lately because managing multiple deliverables across different projects is starting to get messy.

right now I mostly rely on spreadsheets and manual updates, which works... until too many things are happening at once. would be nice to have one place where both the client and I can see project progress, files, pending tasks, updates, timelines, etc. without constantly sending messages back and forth.

curious if anyone here is using a setup like this already and what ended up working well for you. mostly looking for something practical and not overly complicated to maintain.

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u/Jahoffstyle — 16 days ago