Client portal examples
Client portal examples for every field
One private space per client, on your WordPress site, linked to your company Google Drive.
See how different businesses use a client document portal to share documents with their clients. Pick your field below.
Use cases, step by step
Each page follows a real request, from the client's first file to the closing e-mail.
Accountants and bookkeepers
Receipts and invoices in, finished documents back.
See it step by stepReal estate agencies
Owners' documents and tenants' application files.
See it step by stepVirtual offices and mail scanning
Mail scans in each client's space, forwarding in one click.
See it step by stepWeb agencies and freelancers
A client portal on the WordPress sites you build.
See it step by stepMore businesses that exchange documents with their clients
What goes both ways, and a request clients could send.
Finance and insurance
Clients send claim photos and reports. You share policies and certificates.
Request: "Declare a claim".
Clients send payslips and tax notices. You share offers.
Request: "Send my loan file".
Employers send timesheets. You share payslips and contracts.
Request: "Send this month's timesheets".
Legal and property
Case documents both ways, in one folder per client.
Request: "Send documents for my case".
Tenants and landlords send their documents. You share leases and statements.
Request: "Report a repair".
Candidates send CVs and certificates. You share contracts.
Request: "Approve my contract".
Building and design
You share plans. Clients approve each version.
Request: "Approve this plan".
You share quotes and site photos. Clients send their documents.
Request: "Accept the quote".
Creative and language services
Clients send source files. You deliver the translations.
Request: "Translate these files".
Clients send large artwork files. You share proofs.
Request: "Approve the proof".
You deliver large files in each client's folder.
Request: "Approve my selection".
Training and support
You share reports. Clients send their documents before each session.
Request: "Send my documents for the session".
Trainees send enrolment documents. You share certificates.
Request: "Send my enrolment file".
Members send their forms. You share membership documents.
Request: "Send my membership form".
Health and care
Health, legal and financial data can come with extra rules, such as certified hosting. Tell us what your field requires. We'll say honestly what we can provide.
Patients send forms and prior reports. You share care plans and invoices.
Request: "Send my forms before the first visit".
Workflows from other fields
Each workflow is set up once. Clients start it with a right-click on their files.
The client sends photos and documents in one go, then follows the claim without calling.
- Step 1 · The clientThe client selects the photos, the police report or the repair quote and chooses "Declare a claim". The form asks the date, the type of claim and a short description.
- Step 2 · The teamThe broker ticks "Claim received", "Sent to the insurer", "Expert visit booked", then "Claim settled". The client sees each step in "My requests".
- Step 3 · The filesThe documents move to "Claims/the client's e-mail/Closed".
- Step 4 · E-mailThe client gets an e-mail: the claim is closed.
Where the files end up: In the client's "Closed" claims folder, in the broker's Google Drive.
The lawyer in charge accepts each document before it joins the case file.
- Step 1 · The clientThe client selects contracts, letters or evidence and chooses "Send documents for my case". The form asks the case reference and a short note.
- Step 2 · ApprovalThe lawyer gets an e-mail, signs in to the site and accepts the documents.
- Step 3 · The teamThe team ticks "Added to the case file".
- Step 4 · The filesThe documents move to "Cases/the client's e-mail/Accepted".
- Step 5 · E-mailThe lawyer's assistant gets an e-mail with the case reference.
If a document is not the right one at step 2
- ApprovalThe lawyer declines the documents.
- E-mailThe client gets a "declined" e-mail.
- The clientThe client starts a new request with the right document.
Back to step 1: the client sends the right document
Where the files end up: In the client's "Accepted" folder, in the firm's Google Drive.
The photographer saves the proofs, smaller and watermarked, in the client's "Proofs" folder. The client can view them, not change them. The final photos come back in high resolution.
- Step 1 · The clientThe client selects the favourite proofs, right-clicks and chooses "Order these photos". A comment box takes any retouching wishes.
- Step 2 · The teamThe photographer ticks "Retouching", then "Photos ready" once the high-resolution files are in the client's "Final photos" folder.
- Step 3 · The filesThe chosen proofs are copied to "Selection", as a record of the order.
- Step 4 · E-mailThe client gets an e-mail: the photos are ready to download.
Where the files end up: Proofs in "Proofs", the chosen ones in "Selection", the high-resolution photos in "Final photos": all in the client's folder, in the photographer's Google Drive.
Your field isn't listed?
You exchange documents with clients, and each one should see only their own folder? Drive Workflows very likely fits. Tell us how you work today. We'll say honestly whether it fits, and we can set it up for you.
In every example
The same plugin, set up for your field
What changes is your setup: the folder rule, the forms and the steps of each request.
- A private folder per client Created on the client's first visit. Each client sees only their own folder, nothing else of your Drive.
- Files both ways You share documents, clients upload theirs, straight into your company Google Drive.
- Requests that move on A form, an approval by e-mail, team steps, then the files filed and a closing e-mail.
- An account on your site Clients sign in to your WordPress site. They never need a Google account.
Questions
What is a client portal, and who uses one?
A client portal is a private space where each client finds their documents and sends you theirs. Any business that exchanges documents with clients can use one: accountants, estate agents, brokers, law firms, architects. With Drive Workflows, it lives on your WordPress site and the files stay in your company Google Drive.
Can a law firm use Drive Workflows as its client portal?
Yes, as a law firm client portal. Each client gets their own folder in the firm's Drive, and case documents go both ways. A workflow such as "Send documents for my case" lets the lawyer accept each document first. The firm can ask approvers to sign in to the site before they decide.
Does it work as an insurance client portal?
Yes. Policyholders send claim photos and reports from their space, on a computer or a phone. A "Declare a claim" workflow shows each step of the claim in "My requests". You share policies and certificates in their folder.
Can financial advisers use it?
Yes. Clients upload payslips, tax notices and bank statements straight into their folder in your Drive. Nothing travels as an e-mail attachment. A request such as "Send my loan file" tells you the file is complete.
Is it a good client portal for small business owners?
Yes. It works from a single person to a firm with a team. You need a WordPress site and a Google Drive, and a free Gmail account works. The free version lets clients view and download their documents. Uploads and workflows come with a paid plan.
Can you set it up for my use case?
Yes. We install the plugin, set up your clients' folders and build the requests you need, on a free estimate first. Write to us with what your clients send you. We answer within 2 working days. See setup and services
What if my field has special security rules?
Tell us before you start. Health, law and finance can require certified hosting, particular access controls or set retention periods. We'll say honestly what Drive Workflows and Google Drive can provide. Drive Workflows handles the document exchange with clients; it doesn't replace your business software.