Guides
11 guides on client portal. Practical writing from the team building Atlas, useful whether or not you buy anything.
Most client portals fail in one of two directions: they show so little that nobody logs in, or so much that every internal note becomes a conversation.
The hard part of a client portal is not what it shows. It is being certain, on every screen and every query, about what it does not.
A competent engineer can build a working client portal in three weeks. The reason firms regret it has nothing to do with those three weeks.
A vendor demonstration is a performance of the product working. An evaluation is your attempt to find where it does not.
Most bad software purchases in professional services are category errors, not vendor errors. The tool worked; it was answering a different question.
Most delay in professional services is not the firm working slowly. It is the firm waiting, without a record of what for or since when.
Acceptance is a contractual act. Most firms record it as a line in a meeting note and discover the difference during a dispute.
The finance lead should not read the human resources workstream, and building a separate portal for each is not the answer.
Every vendor in this category says the same six things about security. Here is what to ask instead, and what a good answer sounds like.
Nobody abandons a portal because it lacked a feature. They abandon it because doing the thing took four clicks and an email took one.
The category name covers two completely different products. Buying the wrong one is the most common and most expensive mistake in this market.
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