Summary
Introduction to Cone's client portal
Streamline workflow and enhance client communication
A dedicated space for clients to access tasks, submit work, and communicate directly with your team
Client access and management
Automatically enabled when sending a client request
Control over client access managed directly in the client workspace
Login process: Clients receive an email with a direct link; login via email and one-time token
Dashboard overview
Clients can view tasks assigned to them
Access to other settings within the portal
Customization options
Fully customizable using brand settings
Change colors, create custom pages to showcase firm's strengths or services
Custom pages appear as tabs at the top of the portal
Communication features
Clients can engage in general conversations or task-specific discussions
Centralized communication hub for seamless interactions
File management and sharing
Dedicated space for clients to manage files
Easy sharing of files from your end; clients can upload their own documents directly into the portal
Uploaded files are integrated into the client uploads section under the file section of your client workspace, ensuring organization and easy access
Integration with workflow management
Everything stays organized and on track
Facilitates seamless collaboration between clients and teams