Best Portal for Files, Billing and Communication with clients

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.

Pros

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.

Cons

A nice to have would be an integration with PCLaw.

Amazing white label file sharing & eSignature solution

We were looking for a solution that lets us share contracts with clients and get them signed. Portal excels at this because it makes the experience for our team and our clients really simple. We also love that the solution is completely white label and that we were able to set it up on our own domain.

Pros

Portal is, by far, the best-designed product when it comes to file-sharing and eSignatures. We especially like how easy it is to use, how little clutter there is, and how quickly and efficiently we have been able to share contracts and get them signed.

Cons

It would be great if there were more granular notification settings.

Modern client billing portal solution

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.

Pros

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.

Cons

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.

Best white label billing solution

We are very happy with Portal. Now that customers can pay us from our own website, we know that payment experience we can offer our clients is much more professional. We are especially happy with all the attention to details - things like email notifications, mobile checkout, etc. are all done really well.

Pros

We are very happy with Portal. In less than 15 minutes, we were able to setup functionality that lets our clients pay us on our website. We love all the customization ability (including the ability to use our own domain) because it has helped in reinforcing our brand. Customers are no longer hesitants about paying us.

Cons

The tool could benefit from more payment integrations.