Client portals and customer updates
How do I give customers one place to upload documents and see updates?
Use a secure client portal tied to the customer's record. Let customers upload required files, see what is still missing, and view approved status updates without exposing internal notes or other customers' information. Keep permissions and file ownership clear.
What to check
- What should customers be allowed to see?
- Which documents can they upload or replace?
- How will the portal keep each customer's information separate?