Summary

1. 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

2. 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

3. Dashboard overview

   • Clients can view tasks assigned to them
   • Access to other settings within the portal

4. 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

5. Communication features

   • Clients can engage in general conversations or task-specific discussions
   • Centralized communication hub for seamless interactions

6. 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

7. Integration with workflow management

   • Everything stays organized and on track
   • Facilitates seamless collaboration between clients and teams