Client portals for professional services and agencies

Firms that sell their time spend a lot of it keeping clients informed: where the work is, where the files are, what's been billed. A portal lets clients check for themselves, from the same Zoho apps your team works in.

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Example portals

Agencies and studios

Keep every client up to date without writing another status email

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Consultancies

Show clients where the engagement stands, without the status meetings

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Law firms

Keep clients informed about their matter, and keep sensitive files out of email

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More ways to use it

Client onboarding for professional services

New clients fill in their intake details, sign the engagement letter and upload what you need, all in one portal instead of a week of emails.

Zoho CRM
Zoho Sign
Zoho WorkDrive
Zoho Projects

What clients do

Fill in an intake form that creates their record in your CRM
Sign the engagement letter from the portal
Upload IDs, contracts and supporting files to their own folder
See what's still needed and follow the kick-off project

What your team gets

Intake answers land in Zoho CRM, not in an inbox
Every client's files arrive in the right WorkDrive folder
Approve new sign-ups before they can log in
One place to see which clients are still waiting on something

Evidence and document exchange

Give clients and outside counsel one controlled place to exchange large sets of documents, with access limited to the matter they're working on.

Zoho WorkDrive
Zoho CRM
Zoho Desk

What clients do

Upload document sets to the matter they belong to
Preview PDFs, images and Office files in the browser
Download only what they've been given access to
Raise questions about a production as a ticket

What your team gets

Each matter's files sit in their own WorkDrive folder
Different access for clients, co-counsel and experts
Every upload and download recorded in the audit log
No more sharing links sent over email

Recruiting client portal

Hiring clients see open roles, review shortlisted candidates and give feedback in one place, instead of CVs going back and forth by email.

Zoho CRM
Zoho WorkDrive
Zoho Sign
Zoho Books

What clients do

See each open role and where the search stands
Review shortlisted candidates and their CVs
Leave feedback on candidates from the portal
Sign agreements and see invoices for placements

What your team gets

Roles and candidates come from your CRM records
Feedback lands on the record, not in someone's inbox
Clients see only their own roles and candidates
Placement fees invoiced and paid online

Architecture and engineering submittals

Clients and contractors send submittals and questions through one portal and see responses in context, so nothing is lost in a shared inbox.

Zoho Desk
Zoho WorkDrive
Zoho Projects
Zoho CRM

What clients do

Upload drawings and submittals to the right project
Raise requests for information and follow the replies
See the project's milestones and what's due next
Download the latest issued drawings

What your team gets

Every RFI is a tracked ticket with a full thread
Drawings stored in the project's WorkDrive folder
Contractors see only the projects they work on
A record of who uploaded what, and when

Other industries

See it for your own clients

Book a demo and we'll build a portal page on your own Zoho data while you watch, or start a 7-day free trial with no credit card.

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