Hey Reader,

I've been working on some improvements to Client Portal behind the scenes for a while now, and I wanted to share what's coming over the next few months.

I'm so excited for this next release. Not because I'm adding loads of flashy features, but because I'm focusing on the details that make Client Portal a joy to use.

Here's what that looks like in practice.

Making file uploads less confusing

This is a work-in-progress, but I wanted to share a preview because it's pretty exciting.

It keeps the same basic function, but it's going to be much clearer, more customisable, and easier to understand.

Before:

After:

If you're the client staring at that screen trying to figure out what to upload, this makes all the difference.

This is what I'm doing across the entire product - going through every screen, every interaction, and asking "Could this be clearer? Could this reduce anxiety? Could this make someone look more professional?"

Preview the upcoming refresh of the main portal page

You will soon be able to add a subheading to give your clients context about what they're looking at. Module cards show more information at a glance - file counts, due dates, comment counts - so clients can see exactly what's in each section without clicking through.

What this means for Client Portal

As we're approaching our 10 year anniversary of Client Portal (🥳), I've been thinking long and hard about the future of the product.

I've always wanted it to be the kind of product where someone opens it and thinks "Someone really cared about this." Where the details aren't just functional, they're actually helpful. Where your clients feel looked after, not confused.

I've got a running list of these improvements, but I'd also like to know: what parts of Client Portal could use this kind of attention for you? What slows you down or confuses your clients?

Hit reply and let me know. I'm reading everything and prioritizing based on what I hear.

–Laura