Every industry has its own portal story

A portal for a law firm looks nothing like one for a logistics company — and it shouldn't. Dive into the specific features, workflows, and wins that matter for your industry.

Customer Portal for Accounting Firms

Tax season is chaos enough without digging through email for missing W-2s. See how the best accounting firms use portals to stay sane — and keep clients happy year-round.

Customer Portal for Architecture & Engineering

Your clients shouldn't have to email you to find their own project files. An AEC client portal gives them real-time access to drawings, milestones, approvals, and budgets — so you spend less time on status updates and more on design.

Customer Portal for Agencies

Stop drowning in 'where's the latest version?' emails. A client portal gives your agency a branded, professional space for approvals, reports, and deliverables — so you can focus on the actual creative work.

Customer Portal for Construction Companies

Every construction client's favorite question: 'how's it going?' A client portal replaces the constant check-in calls with real-time project visibility — budgets, timelines, photos, and all.

Customer Portal for Consulting Firms

You charge premium rates — so why does your deliverable handoff feel like a random email attachment? A client portal gives your consulting work the polished presentation it deserves.

Customer Portal for Coaches & Course Creators

Your students are juggling Teachable for lessons, Calendly for calls, Google Drive for worksheets, and email for everything else. A client portal brings the entire coaching experience into one place — so they actually finish what they started.

Customer Portal for E-Commerce & Retail

Your storefront gets all the attention, but the post-purchase experience is where loyalty is won or lost. A customer portal turns one-time buyers into repeat customers with self-service orders, returns, and rewards.

Customer Portal for Education

Parents want grades, students want resources, and teachers want fewer emails. An education portal gives everyone what they need without your staff playing middleman.

Customer Portal for Dental Practices

Your front desk spends half the day confirming appointments and chasing insurance details. A patient portal automates the busywork — digital forms, online scheduling, treatment plans, and payments — so your team can focus on patient care.

Customer Portal for Financial Services

Your clients want to see their portfolio at 11pm on a Sunday — not wait until your Monday morning call. A client portal gives them 24/7 access and makes your firm look as modern as it should.

Customer Portal for Fitness & Wellness Businesses

Your members text to book classes, email about billing, DM you for schedules, and call when the app crashes. A member portal puts everything — bookings, payments, progress, and communication — in one place, so you can run a gym instead of a help desk.

Customer Portal for Insurance Companies

Nobody calls their insurance company for fun. Give your policyholders a portal where they can file claims, pull up their ID cards, and check coverage — without waiting on hold.

Customer Portal for Healthcare

Your front desk shouldn't spend half the day answering 'can I get my lab results?' calls. Patient portals give people the access they expect — and free your staff to focus on actual care.

Customer Portal for Interior Design Firms

Clients want to see their mood boards, approve fabric selections, and check the project budget — but not through 47 email threads. A design portal gives them one beautiful, organized space for every decision, selection, and invoice.

Customer Portal for Manufacturing

If your buyers still place orders by phone or email, you're leaving money and time on the table. A B2B portal lets distributors and buyers self-serve orders, specs, and shipment tracking around the clock.

Customer Portal for Logistics & Shipping

'Where's my shipment?' is the most expensive question in logistics. A customer portal answers it automatically — and frees your team from playing human tracking number.

Customer Portal for Law Firms

Your clients trust you with their most sensitive information — so why are you sending it over email? A client portal protects privilege, impresses clients, and stops the 'any updates on my case?' calls.

Customer Portal for MSPs & IT Service Providers

Your clients can't tell if you're doing a great job or nothing at all — unless you show them. A client portal makes your MSP's value visible with tickets, reports, and SLA dashboards in one place.

Customer Portal for Franchise Networks

Managing 50+ franchise locations with email and shared drives is a recipe for brand chaos. A franchise portal keeps every location aligned on assets, training, and performance — without the herding cats.

Customer Portal for Funeral Homes & Memorial Services

Grieving families shouldn't have to play phone tag to finalize arrangements. A family portal gives them a private, dignified space to review plans, share memorial details, upload photos, and handle payments — on their timeline, not yours.

Customer Portal for Print Shops & Signage Companies

Your inbox is a graveyard of 'final_v3_REVISED.pdf' files. A print shop portal lets customers upload files, approve proofs, track orders, and reorder — without a single 'did you get my email?' follow-up.

Customer Portal for Property Management

Rent checks in the mail. Maintenance requests via voicemail. Owner reports in Excel. Property management in 2025 shouldn't feel like 1995. A tenant and owner portal modernizes the entire operation.

Customer Portal for Nonprofits & Associations

Your donors want receipts. Your members want benefits. Your volunteers want schedules. And your team is drowning in spreadsheets trying to keep everyone happy. A portal gives each audience exactly what they need — without the manual overhead.

Customer Portal for Real Estate

Real estate closings involve dozens of documents, multiple parties, and way too many 'did you get my email?' moments. A client portal keeps everyone on the same page — literally.

Customer Portal for Staffing & Recruitment

Your clients want pipeline visibility. Your candidates want application status. Your recruiters want to stop being a human switchboard. A staffing portal gives everyone real-time access — so your team can focus on actually filling roles.

Customer Portal for SaaS Companies

Your product is a web app, but your post-sale experience is scattered across three tools and a shared inbox. A unified customer portal ties billing, support, and docs together — and keeps churn at bay.

Customer Portal for Veterinary & Pet Care

Pet owners call for appointment slots. They call for vaccine records. They call for medication refills. Your front desk is a call center that happens to be in an animal hospital. A pet owner portal fixes that.

Customer Portal for Video Production Companies

Your clients are emailing feedback on a Google Drive link they can't open, requesting changes via text, and asking for the 'final final' version. A production portal centralizes review, feedback, approvals, and deliverables in one place.

Customer Portal for Wedding & Event Planners

Your couples have questions at 11 PM, vendor confirmations scattered across three inboxes, and a Pinterest board that's doing more planning than your actual planning tools. A client portal brings the timeline, budget, vendors, and decisions into one shared space.

Not sure which features your industry needs?

Start with our feature guide — then come back and see how your peers are using them.

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