Client Portal

Streamline client communication and boost engagement with ScreenApp's portal.

Instant meeting insights access Seamless client collaboration tools Real-time updates and notifications

How to Use ScreenApp’s Client Portal

Step 1: Log In to Your Account

To get started with ScreenApp’s Client Portal, visit our website and click on the “Client Portal” link. Enter your registered email address and password to log in. If you’re a new user, follow the prompts to create your account and gain access to all the features designed for client-facing teams.

Step 2: Navigate the Dashboard

Once logged in, you will be greeted by the user-friendly dashboard. Here, you can easily access all your projects, meeting insights, and client communications. Use the navigation menu to explore different sections, such as “Meetings,” “Reports,” and “Client Feedback.” This intuitive layout ensures that you can quickly find the information you need to share with your clients.

Step 3: Share Meeting Insights with Clients

To share valuable meeting insights, go to the “Meetings” section. Here, you can view past meeting notes, action items, and key takeaways. Select the meeting you wish to share, and use the “Share” feature to send a summary directly to your clients via email or through the portal. This streamlined process helps keep your clients informed and engaged, enhancing your agency’s communication and collaboration.

Unlock Seamless Collaboration with ScreenApp’s Client Portal

Effortless Communication

Enhance your client relationships with streamlined communication tools. ScreenApp’s Client Portal allows agencies to share meeting insights, updates, and important documents in real-time, ensuring everyone stays informed and engaged.

Centralized Access to Information

All your project details, meeting notes, and client feedback are stored in one secure location. This centralized access simplifies the workflow for client-facing teams, making it easy to retrieve and share essential information whenever needed.

Improved Client Engagement

Boost client satisfaction with a user-friendly interface that encourages active participation. Clients can easily access their project status, provide feedback, and communicate directly with your team, fostering a collaborative environment.

Enhanced Security and Privacy

Protect sensitive client information with ScreenApp’s robust security features. Our Client Portal ensures that all data is encrypted and accessible only to authorized users, giving you and your clients peace of mind.

Real-Time Updates and Notifications

Stay on top of project developments with instant notifications. Clients receive real-time updates on project milestones, meeting schedules, and important changes, keeping them informed and engaged throughout the process.

Customizable Dashboard

Tailor the Client Portal to meet your specific needs. With customizable dashboards, agencies can present relevant information in a way that resonates with clients, enhancing their overall experience and satisfaction.

Who is ScreenApp’s Client Portal Perfect for?

Agencies Looking to Enhance Client Communication

ScreenApp’s Client Portal is designed for agencies that need a streamlined way to share meeting insights and project updates with their clients. Improve transparency and keep your clients informed with easy access to essential information.

Client-Facing Teams Seeking Efficiency

For client-facing teams, time is of the essence. Our portal allows you to quickly share reports, documents, and feedback, ensuring that your team can focus on what matters most—building strong client relationships.

Businesses Aiming for Better Collaboration

Whether you’re a small business or a large enterprise, ScreenApp’s Client Portal fosters collaboration between your team and clients. Share files, track progress, and gather feedback all in one place, making project management seamless.

Remote Teams Needing Centralized Access

In today’s remote work environment, having a centralized platform is crucial. ScreenApp’s Client Portal provides remote teams with easy access to client information, ensuring everyone stays on the same page, no matter where they are located.

Companies Focused on Client Satisfaction

Prioritize client satisfaction with a portal that enhances communication and provides clients with the information they need at their fingertips. ScreenApp’s Client Portal is perfect for companies that want to elevate their client experience and build lasting partnerships.

FAQ

What is ScreenApp’s Client Portal?

ScreenApp’s Client Portal is a secure online platform designed for agencies to share meeting insights, project updates, and important documents with their clients in real-time.

How do I access the Client Portal?

You can access the Client Portal by visiting our website and clicking on the ‘Client Portal’ link. Enter your login credentials to get started.

Is the Client Portal secure?

Yes, the Client Portal uses advanced encryption and security protocols to ensure that all your data is protected and accessible only to authorized users.

Can I customize the Client Portal for my clients?

Absolutely! The Client Portal allows for customization, enabling you to tailor the experience and content to meet the specific needs of each client.

What types of documents can I share through the Client Portal?

You can share a variety of documents, including meeting notes, project reports, presentations, and any other relevant files that your clients need to access.

How do I invite clients to the Client Portal?

Inviting clients is easy! Simply enter their email addresses in the portal, and they will receive an invitation to create their own secure login.

Can clients leave feedback or comments in the Client Portal?

Yes, clients can leave feedback and comments on shared documents, facilitating better communication and collaboration between your team and your clients.

Is there a mobile version of the Client Portal?

Yes, the Client Portal is mobile-friendly, allowing clients to access their information and documents from any device, anywhere, at any time.

What support is available for using the Client Portal?

We offer comprehensive support, including tutorials, FAQs, and a dedicated support team to assist you and your clients with any questions or issues.

Can I track client engagement in the Client Portal?

Yes, the Client Portal includes analytics features that allow you to track client engagement, such as document views and feedback, helping you understand their needs better.

Built for Teams Who Value Their Time

Feature showcase Feature showcase
AI Summary Generation

Never Miss What Matters

  • Operations managers: Turn 60-minute training calls into 2-minute action plans
  • Sales teams: Instantly share key customer insights with your entire team
  • Consultants: Bill for strategic insights, not time spent reviewing recordings
Start Free →
AI Note Taking

Stay Present in Every Conversation

  • Stop frantically scribbling notes - focus on the conversation that matters
  • Every project review becomes searchable knowledge for your entire team
  • Transform client calls into structured deliverables your clients will love
Start Free →
Ask AI Questions

Your Personal Knowledge Assistant

  • "What were the main objections in our Q3 sales calls?" - Get answers instantly
  • Find that crucial decision from last month's project review in seconds
  • Turn months of client conversations into strategic insights
Start Free →
Screen Recording

Capture Everything That Matters

  • One-click recording for those crucial client demos and training sessions
  • Never lose important decisions from spontaneous Zoom calls again
  • Build a searchable library of your team's most valuable conversations
Start Free →
Audio Recording

Capture Ideas as They Happen

  • Capture in-person client meetings, phone calls, and brainstorming sessions
  • Turn voice memos into structured project plans and follow-up tasks
  • Perfect for consultants who need to document every client interaction
Start Free →
File Upload

Unlock Your Content Archive

  • Got years of recorded sales calls? Make them instantly searchable and valuable
  • Transform that folder of training videos into actionable team knowledge
  • Upload anything - from YouTube links to raw meeting recordings
Start Free →
AI Transcription

Words You Can Actually Use

  • Create professional meeting minutes that impress clients and stakeholders
  • Turn interviews and research calls into structured reports in minutes
  • Search through months of conversations to find exactly what you need
Start Free →
AI Translation

Work Globally, Understand Locally

  • Expand into new markets by understanding customer calls in any language
  • Make international client meetings accessible to your entire team
  • Extract insights from global conferences and training content
Start Free →
Mobile App

Productivity That Travels With You

  • Capture client calls, site visits, and spontaneous meetings on the go
  • Turn commute time into prep time by reviewing AI summaries on your phone
  • Perfect for field operations and remote sales teams
Start Free →

Ready to boost your productivity?

Try Client Portal and 300+ other AI-powered features for free.