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Client Portal 2.0 Features

Note: For more information about Client Portal 2.0 and its features, check out the full collection of Client Portal articles in our Knowledge Base.

Here's a quick summary of the major features of Client Portal 2.0:

  • Client roadmaps and roadmap templates

    • In Client Portal's Roadmap Builder, admins can make roadmap templates that they can then assign to any number of transactions. Roadmap templates contain the steps that make up a roadmap—a visual timeline that shows important information, dates, and milestones. When clients log in, they'll be able to see their roadmap. In Sisu, as tasks in the task list get completed, the corresponding steps in the roadmap will be marked as complete.

      (The screenshot below shows an example of a client roadmap. The gray circles on the left turn green when the task is completed in Sisu.)

  • Customizable (one-off) roadmaps

    • After a roadmap template has been assigned to a client, you can customize the steps of the roadmap. You can do this directly from the roadmap itself.

  • Comment threads

    • Teams can use comment threads (like in Slack) to communicate and coordinate with clients. Team members can also create internal comment threads to communicate with each other about transactions, tasks, and documents.

  • Comment notifications

    • Any user who is @mentioned in a comment will be notified via email. You can also see all your comment threads where you've been @mentioned in the Notifications panel.

  • Documents

    • Anyone can upload a document to Client Portal 2.0 and download those documents. Admins can create internal and client-facing folders in order to keep the documents organized and to make sure that internal documents aren't visible to clients.

Client Portal 2.0 Webinar

Click here to watch the February 21st webinar all about Client Portal 2.0. Our hosts, Zac and Tony, demo all the new features, answer questions, and even show some exciting things that are to come.

*IMPORTANT*: If you haven't watched the webinar before, the link will take you to a screen where you'll need to quickly register. After registering, you'll be able to watch the webinar.

List of Setup Articles for Admins

These articles will help you set up your roadmap templates and your document folders.

List of Articles That Explain New Features

Here are the articles that will get you up to speed on what's new to Client Portal 2.0.

URL for Logging into Client Portal 2.0

URL for the Full Collection of Client Portal Articles

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