Client Portals

How you work with clients matters

Your Huddle Client Portal is built for collaboration. From the collection of client files, through to managing document revisions, tasks and approvals, everything happens in Huddle. It means you can better control every aspect of your engagement, keep teams focused on the work that matters, and offer clients a single point of entry into your business.

Keep control of sensitive content

• Safeguard data. Unlike email, Huddle means you’ll never compromise sensitive client information. Securely share your files and control document access with the most secure portal software available.

• Stay connected. Never miss important client or partner updates. Huddle syncs activity across all of your devices and manages files versions, so even if you’re not in the office, you’ll always have access to the latest documents, actions, and tasks.

• User friendly. Start collaborating in minutes. Huddle is simple and intuitive to use. Teams are instantly more productive, your clients more engaged, and your work more secure.

Keep work on track

• Track activity. All content and user activity is tracked and timestamped, making it easy to check if your client has read that important report.

• Never miss a deadline. Assign deadlines, and check outstanding tasks and approvals to keep projects on track.

• Speed-up work. Our collaboration features allow you to co-author documents, automatically chase approvals, and share updates with entire teams with a single click. 

A more engaging experience

• Branded. Build more engaging relationships. Add client or partner logos and create a truly branded experience.

• Simple file gathering. Speed the process of organizing and searching documents. Huddle also makes it simple to request and collate reference materials from clients and partners.

• Be informed. Every document in Huddle has its own comment stream. @mention individuals or entire teams to keep the conversation connected to the content.