Before portal, I was using WIX to do everything, but it really isn't the best. I needed a marketing page and a separate account system. This way I can make it look simple for future clients on my marketing page, then be able to show my clients everything once they were interested.

The portal has made it super easy to navigate with clients that aren't the best with technology or have to rely on something like google drive to share files. For example, I just did some wedding photography and now I can add the Groom as a client and he can invite anyone who wants access to the photos. It was a way easier experience. And my clients have liked the experience as well.

Portal is definitely great for small companies like me, but I think they are on the way to being capable of supporting more features like a companion mobile application and more. So it will just take some time. Great overall experience.

The entire team over at Portal is absolutely incredible! Wonderful to work with and very helpful.

This portal software is the best one I can mind on the market. It is absolutely fantastic and beautifully created. Very fast and easy to use!

Some features that you are going to want require a higher tier of plan, but it isn't too much to bear with. Customer support is amazing!

I liked the overall use of Portal once I had a good understanding of it.

Establishing what exactly we needed was a bit difficult because it wasn't exactly what Portal is typically used for. I'm sure if what the user is going for is a more typical use of it, it would be a lot easier. I am also very tech savvy, so I picked it up quickly, but training others to use it was tricky.

Everything from starting a conversation in the messaging module to sharing files and finally billing customers is done in single place which really reduces the overhead in working with clients.

Portal provides a single place and keeps us connected with our clients. The messaging module is a great place to keep all our conversation organized. Portal lets us use our own branding and gives us a modern presence that is easy to use.

A nice to have would be an integration with PCLaw.

We were looking for a solution that makes it easy for clients to pay us and that's exactly what we got. Clients can now pay us on our own website with credit card or ACH and everything, including the email notifications, are branded to our company. Some clients have even paid us directly from their mobile phones, which was inconceivable with the arcane software we were using before.

We have been extremely happy with Portal. At our company, we frequently invoice customers and in the past the experience of paying us was never as seamless as our product. With Portal, we were able to quickly set up a customized billing portal that captured our brand and made it easy for clients to pay us. We were also able to set this billing portal up on our own custom domain, which made the experience for our clients even better because it conveyed security. So far we have only enabled the Billing module, but one of the things our team is excited about is eventually trying out some of the other modules as well.

There is currently no option for clients to make partial payments so you have to create multiple invoices. The team has said they are working on this feature.