Client Portal
The client portal is a dedicated space for your clients to use for requesting translations and monitoring the status of orders. As part of this feature, each client can be provided one or more logins with passwords for accessing the portal.
Within the client portal, users are able to:
- Submit Requests (via a customizable order form)
- Follow the Status of Requests
- Connect to Retrieve or Find Translations
- View Company Information
- Interact with the Agency and/or Company
- Provide Instructions or Ask Questions via Messages
- Use the Global Search feature (available for all resources or only client related resources)
Additionally, if the client prefers to perform specific tasks such as revisions, then these jobs will appear within the client portal so the client can perform the work prior to document finalization.
Benefits of Using the Client Portal
The client portal is an essential component of Wordbee Translator because it helps your agency/company provide a tailored platform for existing clients.
This platform can be used to automate all processes per client based on the work that has been requested. It also allows the client to stay on top of current order submissions and to easily submit new orders.
Keeps Clients Informed
The client portal provides a central location where clients are able to view the status of any order, submit a request, and actively communicate with your company. All they need to have is a login and password in the system.
After logging into the client portal, the client will only see applicable orders/jobs in the system. They will be able to:
- Send messages to the manager to provide instructions.
- Upload additional documents or supporting resources for the project.
- Monitor the progress of any orders.
- Submit order requests.
They may also download the finalized documents or find specific translations all from one single location in the system. With the right configuration, the client portal will appear as an extension of your company where clients are able to effectively communicate with your team.
Automates the Ordering Process
When using the client portal for existing clients, you have the option to create a custom order form that automates the workflow for requests submitted by the client through the client portal. This form automates workflow configuration including:
- Resource Assignment
- Project Creation
- Invoice Generation
- Cost Calculation
- Manager Assignment, etc.
The client portal allows for many of the processes involved with order submission to be completely automated, thus making the job of submitting an order easy for existing clients and less work for you.
Discover how to start using it here!