The ClientRock Portal can be really powerful, but with that power comes some terminology that will help you understand the inner workings a bit better so that you can tailor your portal to your needs.
Let's start with the building blocks of the portal.
Engagement Types represent the different types of matters or projects your firm typically handles. You can set the pricing, the billing parameters, the fee agreement, and the capabilities that clients will have once they start that type of engagement. Learn how to standardize your engagements here.
The engagement is what we're all trying to manage. The engagement is akin to a Matter in your case management platform. You might consider it a project if you have clients the send you multiple projects that you bill separately for. Basically, if you need someone to sign a fee agreement to cover a scope of work, that's an engagement.
Managing your engagement is where you'll spend the bulk of your time. Check out our guide to managing engagements, here.
Capabilities define what your clients can do once they're in your portal. For example, you might want to give your clients the ability to book a call with you. You could then add a capability to the engagement that allows the client to book that call right from within the portal. You can event define how often a client can use the capability (think "three document reviews per month.") You can learn more about Capabilities here.
Workflows provide a mechanism for delivering your services in a systematic way that allows you, your team, and your clients to have a clear understanding of where folks are in the process and what they need to do. By setting up automated workflows, you can streamline how you deliver services, and how clients interact with your firm while still maintaining that human touch that's so necessary. Learn how to set up Workflows here.
Workflows are made up of Interactions, which are the concrete points of interaction between you and your client that, when put together, make up the meat and potatoes of delivering your services. For example, requesting that your client fill out a form, delivering a document to your client, booking a call, etc are all interactions that can be strung together to make delivering your services more predictable and more transparent to your client. Learn about all of the different interactions available to you here.
While it's great that you can can start an engagement with a client in just a few clicks, sometimes you want to just let the client pick the service they want and pay you for it. That's where Signup Pages come in. With ClientRock Signup Pages, you can create beautiful, mobile-friendly signup pages so signing up with your firm is as easy as signing up for Netflix.