Guides for running client work
These guides cover the practical side of working with clients: what a client portal is and how to choose one, how to get documents from clients on time, how to onboard a new client, and how to share files securely. Each one works on its own, with or without Denby, and includes templates.
All guides
- What is a client portal? What a portal does, who needs one, what it costs and how to choose.
- Client portal checklist 24 checks and a two-week trial plan. Includes a download.
- How to stop chasing clients for documents Why documents arrive late, a seven-step system and email templates.
- Client onboarding process Eight steps from signed proposal to kickoff, with a checklist.
- Secure file sharing with clients What goes wrong with email and links, and a policy you can adopt.