Is it time to switch to a client portal?

If your business is dealing with a high volume of requests and enquiries via phone and email, you may find effectively staying on top of communications a major pain point. Staff expending time and effort to constantly update clients on the progress of their cases is an inefficient and outdated way of achieving a work goal, that should be simple and straightforward.

The exchange of information to keep both parties on the same page and reassure clients that work is on schedule is essential, so it’s good to know a more cost-effective solution is possible.

Retain custom

A client portal is an online gateway, allowing users access to files, services and and information. Currently, they are most commonly used in the legal sector, but the advantages for a wide range of industries are becoming more apparent.

Providing your clients with an easy-to-use and secure means of accessing their own information gives them an incentive to sign up for your services, and helps to retain their custom for longer. Customer service is improved, even though you are spending less energy maintaining it.


Integrating your client portal into part of a broader business platform has significant benefits for efficiency and productivity. Requests logged by clients can be automatically allocated to staff members and flagged with alerts to ensure they are completed within a set time period.

Role-based access control means that clients are only able to view information relating to their own accounts, while broader access can be configured for organisation members depending on their requirements.

Document management is made simpler and more effective by allowing users to add and obtain documents through a dedicated interface, rather than an email account, which can be hindered by file size restrictions.

How SwiftCase helps

SwiftCase incorporates powerful and versatile client portal capabilities into a cloud-based business process platform.

Grant secure access to clients and staff, from mobile devices as well as desktops. Upload and store file in one easy-to-use document manager. Communicate with internal messages, removing the need for high volumes of emails and phone calls. Allocate and place timeframes on cases automatically.

If you’re interested in a free, no-obligation Swiftcase demo, get in touch with us today.

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