Prepare
Set the standard before inviting the first client.
- Choose what clients can see and do
- Load current documents, actions and reports
- Test the experience as a client
Client portal rollout plan
A portal rollout is a service change, not a login announcement. Move clients in a controlled order and explain what changes for them.
Pilot
Start with a cooperative account that will give useful feedback.
- Walk the client through the new destination
- Move one live approval or task through it
- Fix unclear labels and missing context
Roll out
Move the rest of the client base in small groups.
- Give each client a clear change date
- Keep one support route during the move
- Review adoption after seven and thirty days
Apply it to your agency
Get your agency report See which public parts of your client journey need attention.
Start with a clear view