Client & Partner Portals

The best way for teams and clients to work together.

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Keep control of sensitive content

  • Safeguard data. Unlike email, Huddle means you’ll never compromise sensitive client information. Securely share your files and control document access with the most secure portal software available.

  • Stay connected. Never miss important client or partner updates. Huddle syncs activity across all of your devices and manages files versions, so even if you’re not in the office, you’ll always have access to the latest documents, actions, and tasks.

  • User friendly. Start collaborating in minutes. Huddle is simple and intuitive to use. Teams are instantly more productive, your clients more engaged, and your work more secure.

 Keep work on track

  • Track activity. All content and user activity is tracked and timestamped, making it easy to check if your client has read that important report.

  • Never miss a deadline. Assign deadlines, and check outstanding tasks and approvals to keep projects on track.

  • Speed-up work. Our collaboration features allow you to co-author documents, automatically chase approvals, and share updates with entire teams with a single click. 

 A more engaging experience

  • Branded. Build more engaging relationships. Add client or partner logos and create a truly branded experience.

  • Simple file gathering. Speed the process of organizing and searching documents. Huddle also makes it simple to request and collate reference materials from clients and partners.

  • Be informed. Every document in Huddle has its own comment stream. @mention individuals or entire teams to keep the conversation connected to the content.

Ready to try the next-generation of client portal?
Talk to one of our industry experts

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