5 Reasons Why You Need A Client Portal & How I Made Mine!
As grant writers, we know that our clients depend on clarity, transparency, and results! Which is why email chains are so helpful - hear the obvious sarcasm here.
Emails and shared Google Drives are great - but are they ideal for managing 4 grant applications this month, 2 reports due by next Thursday, and remembering the last time you contacted a funder? I think we all know the answer to that.
Keeping everyone aligned through long email threads, scattered documents, and missed deadlines isn’t just inefficient—it’s risky! That’s where client portals come in.
In this post, I’ll show you five reasons why client portals are essential for grant writers, plus a peek at how I’ve built my own.
1. Keep Everything in One Place
Client portals serve as a single hub where clients can access all relevant information (grant drafts, reports, and updates), streamlining communication and reducing the need for back-and-forth emails.
💡Action Step: Think through what key documents your clients need access to at the drop of a hat. (Hint: All of these docs should be in the client portal!)
2. Increase Trust Through Transparency
As a remote grant writer, I rely on trust to keep client relationships strong. Client portals build that trust by giving clients 24/7 visibility into what I’m working on, how it’s going, and what still needs to be done—no matter where I am.
💡Action Step: Link submitted drafts, upcoming deadlines, and services provided.
3. Improved Efficiency and Productivity
Client portals automate routine tasks such as document sharing, approvals, and status updates, freeing up time for both clients and consultants to focus on more strategic activities.
💡Action Step: Make sure your client portal has a comment feature to reduce emails!
4. Provide 24/7 Self-Service Access
Client portals let clients help themselves. With 24/7 access to resources, FAQs, and project updates, they don’t have to wait on emails or meetings—they can get what they need, when they need it, while I stay focused on writing strong proposals.
💡Action Step: Include FAQs or articles that answer common questions.
5. Stand Out as a Pro
Incorporating a client portal demonstrates a commitment to modern, efficient service delivery, setting businesses apart from competitors who rely solely on traditional communication methods.
💡Action Step: Brand the portal with your logo and contact info. Add a welcome message and tour video for new clients!
How I Made My Client Portals
I implemented client portals at the beginning of 2025, and they have been a game changer for how I work with clients.
Every portal I build is custom to each client; however, there are some key features to every page.
Every grant that we’ve applied for and each draft
Customized Funding Matrix
Regularly updated Grant Pursuit Calendar
Monthly Service Reports
Invoices, resources, and more
Conclusion
If you’re still juggling grant documents by email or spreadsheets, it’s time to upgrade. A client portal isn’t just a convenience—it’s a competitive advantage!
Start building yours today. Or if you'd rather see one in action, reach out, and I’ll show you how mine works!
