Client Portals for Services Firms
Give clients visibility into projects, invoices, and deliverables. Build trust and streamline communication.
Industry Challenges
Common pain points in professional services that SuitePortal addresses
Project Visibility
Clients want to know project status without scheduling status calls.
Document Sharing
Deliverables, contracts, and documents are scattered across email and file shares.
Billing Questions
Clients call with invoice questions that could be answered with better visibility.
Time & Budget Tracking
Clients want to see hours logged and budget consumed in real-time.
How SuitePortal Helps
Project Dashboard
Clients see project status, milestones, and upcoming deliverables at a glance.
Document Center
Centralized access to all project documents, deliverables, and contracts.
Invoice Portal
View invoices, payment history, and outstanding balances with detail.
Time Transparency
Share timesheet details and budget vs. actual with clients who want visibility.
Common Use Cases
1
Consulting Firms
Share project status and deliverables with consulting clients.
2
Marketing Agencies
Provide campaign performance, creative assets, and billing to clients.
3
IT Services
Share ticket status, project updates, and SLA reporting with clients.
Frequently Asked Questions
Can clients approve timesheets or expenses?
Yes, you can configure approval workflows that allow clients to review and approve time and expenses.
How do we control what clients see?
Access is controlled by project role and client settings. You decide what level of detail each client sees.
Can clients submit support tickets?
Yes, with SuitePortal Support, clients can submit and track support tickets through the portal.
Ready to transform your professional services portal?
See how other professional services businesses use SuitePortal.