Client Portal: How to provide transparency and reduce follow-up emails

For consultancies and agencies, sending PDF reports via email is a thing of the past. The trend is offering an interactive Client Portal (created in Jestor), where the client logs in to see project progress, approve deliverables, and download files, without needing to call the account manager.

The end of "Where are we?"

The client calls because they are anxious. They don't know if the work is being done. Giving access to a Portal reduces anxiety and shows professionalism.

Creating the Experience in Jestor

You create a secure "Client View."

• Timeline: The client sees phases: "Planning (Done)," "Development (In Progress)."
• Approvals: Instead of replying to an email with "Approved," the client clicks an "Approve" button inside the portal. The system logs the timestamp.
• Files: All contracts and final deliverables are organized in folders for download.

Frequently Asked Questions (FAQ)

Does the client see my internal chats? No. InJestor, you configure permissions. The client sees "Delivery Date" and "Status" fields, but not "Internal Cost" or team chat.

Is it hard for the client to use? No, the interface is simplified. They see only what they need, without complex buttons.

Can I brand it? Yes. The portal can have your logo and colors, looking like your agency's proprietary software.

Conclusion

With Jestor, you deliver a premium experience that retains clients and unburdens your account team.

Create your client portal:https://jestor.com/