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Client Portals

The best way for teams and clients to work together. Huddle is the next-generation of client portal, and a more secure and intuitive way to manage today’s complex client engagements.

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Why Huddle? 

Traditional methods of managing a client engagement can lead to delays and are prone to errors. Files becomes scattered across multiple locations, client updates sit waiting in email, tasks are buried in a task management system, and your enterprise messaging app won’t stop buzzing with new alerts. It’s unproductive, unengaging, and can introduce unnecessary risk by compromising sensitive client data.

Huddle is the next-generation of client portal, and a more secure and intuitive way to manage today’s complex client engagements.

"For any client engagements we work on, Huddle is mission critical."

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.熊猫登录 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.熊猫登录 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 熊猫登录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.

Ready to try the next-generation of client portal?
Talk to one of our industry experts

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