The new Client Portal continues to gain momentum, delivering a 39% uplift in completion rates compared to the former Client Centre.

Need a refresher? Read these Wiki articles to learn how to navigate the updated Client Portal. 

What’s new? 

You can now access the Client Portal directly from its own tab in the left-hand panel of your Opportunity. This gives you one clear, streamlined space to manage client requests from start to finish. 

You can also edit client details, set expiry dates and view submitted client documents all directly within the Client Portal! 

Coming soon

You may notice a few additional tabs visible in the Client Portal that aren’t clickable yet. These features are launching soon: 

• Request Overview – A summary of your client’s request progress
• Review Returned Docs – Approve or reject client documents directly in the Portal
• Activity – A clear history of request updates and key actions

We look forward to sharing more soon. As always, your feedback helps shape the Client Portal. Share your thoughts at clientportal@connective.com.au.