Guides
Every guide on Portalbender, in reading order.
Client portals and deal rooms
The guides on the private pages where a firm works with its clients, and a seller with the buyers looking at its business.
- How to set up a client portal for a small firm
What a client portal does for a small firm, and how a first-year count of fees and hours settles whether to buy or build one.
- Who sees what in a client portal
How a small firm sets each person's access before the first invitation goes out, so each client opens only their own files.
- A deal room for a small business sale
How a seller or broker organizes documents for buyers and opens them in stages, one buyer at a time, with a record of who saw what.