Client Portal

Owned by Oksana Vishchuk
Last updated: Apr 18, 2024 by Damian Rozmiarkowski
3 min read

The Client Portal is a tool designed to simplify and improve the cooperation between you and your language service provider.

The idea of the Client Portal is to automate your daily work as much as possible and reduce all manual activities to a minimum. Within the Client Portal, you can easily get information about the deadlines, request a quote, and access the files. This approach definitely reduces the cost of the future project and enables you to start the project at any time. If you need to estimate the further project's costs, you can estimate it with one click on the Client Portal.

Within the Client Portal, you can:

  • Request a quote for a future project. At this stage, you may already add the source files.

  • Launch a project with attached source files and reference materials.

  • Download the ready target files.

  • Collect the invoices for the completed projects.

  • Get a report to evaluate your business.

The attached files are kept on the Client Portal until you decide to start the translation.

You can also contact your language service provider from the Client Portal. The Portal gives you instant access to the list of your contact persons, and with just a few clicks, you can send them a message.

Some stages of the process may be automated so you are not bothered with confirmation of something already agreed on.

The Client Portal is also an archive of all your quotes, projects, invoices, and files available at any time.

After you sign into the Client Portal, you have constant access to the request buttons. From every page on the portal, you can easily request a quote or launch a project.

On the Client Portal, the available information and services are accessible in the appropriate modules. You can switch between the modules by clicking the icons:

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Dashboard → the general overview of your current work on the Portal. To learn more about this module, see the Dashboard module article.

 

Quotes → information related to your quotes. To learn more about this module, see the Quotes module article.



Projects → all your projects in one place. To learn more about this module, see the Projects module article.



Invoices → an overview of your payables towards your language service provider. To learn more about this module, see the Invoices module article.

Reports → a repository of all reports. To learn more about this module, see the Reports module article.

 

  • Click the modules icons to easily go from one to another.

  • To access the Settings menu, click the icon.

  • To open the list of all contacts at your language service provider, click the icon.

    • On the contacts list, click the icon to open a pop-up window and send a message to a contact person.