Client self service
- Saved a month after the portal's cost
- $2,841
- Tickets deflected a month
- 360
- Saved a year
- $34,092
The numbers on this page come from the inputs you enter and the method stated: 3,600 seconds to an hour, 52 weeks to a year, twelve months to a year, and nothing else. No industry shrinkage figure, no occupancy benchmark and no assumption about your attrition; every one of those is yours to enter.
Client self service is the same idea as customer self service with a smaller, closer audience: an agency, a consultancy, an accountant or a studio with a few dozen clients who each want their documents, their project's status, their invoices and a way to ask for something without an email thread. The questions repeat less than a software company's but the requests repeat more, and most of them are for something the firm already holds. This page is about what a client portal has to hold for that kind of firm and how to judge whether it pays; the free deflection savings worksheet on this site works the case from your own request count, cost and portal price, with no account and no vendor named.
Open the Customer self service software: the deflection savings Free to use. No account, no card, no trial clock.
What the client wants to do alone
See the documents the firm has produced for them, the status of the work, the invoices and what has been paid, and raise a request with the context already attached. Each of those is an email today, and each email is a request an agent handles: at $8 of handling and 30% of them self-served, 360 of 1,200 a month is $2,841 saved on the worked example, which is the same arithmetic whether the sender is a client or a customer.
What the portal has to hold
The client's account, every document with its version, every case and request with its status, the invoices and the articles that answer the firm's repeating questions. It has to hold them securely, because a client portal is a login to someone else's paperwork; NIST's digital identity guidelines are the reference for how that login is done, and a portal that is not accessible to the client's staff is not self-service for them.
Whether it pays, for a smaller client list
A firm with forty clients deflects fewer tickets than a company with four thousand customers, and the case rests more on the hours the account manager gets back than on the ticket count. Enter your own request count and handling cost into the savings worksheet; the paid plan keeps every client's documents, requests and figures against the client so the case is measured after launch.
Will it do what you need for Client self service?
Tell us how your team plans its staffing today and where the number gets argued; a person who has built one answers.
Client self service: common questions
What is a client self-service portal? A login where an agency's or consultancy's clients see their documents, project status and invoices and raise requests with the context attached, so the account manager's inbox holds only the requests that need a person.
Is a client portal worth it for a small agency? Count the requests a month that are for something you already hold, cost the handling and enter both into the deflection savings worksheet on this site; the worked example is a customer company's figures, and yours will be smaller in count and larger per request.
How should a client portal handle logins? As a login to someone else's paperwork: an authenticated account per client contact, following the NIST guidelines cited below, never a shared link. Deflectvo Pro gives every client contact its own login.
Orgplanly Pro
Keeping what you make
The worksheet answered today's question. Pro keeps the answer: the plan you just worked saved against the team it belongs to, re-opened at the next review instead of rebuilt, branded and exported for the budget meeting.
- Download the finished checklist or intake form as a file the client accepts
- The paperwork goes out clean, without the Kickoffo watermark
- Re-use the checklist for the next client instead of rebuilding it
- Your firm's logo on every checklist and form you send
- Export every client's onboarding at once when the account review or the buyer asks
- Send the plan for review from the record, not a spreadsheet
- Not part of Orgplanly today; your billing stays where it is
- Not part of Orgplanly today; your ledger stays where it is
$90per month, whole team
Start Orgplanly Pro PricingOrgplanly Pro renews monthly at $6.50 per user per month until you cancel; the price and renewal terms are shown before checkout.