Client Portal overview
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 reduces the cost of future projects and enables you to start them at any time. If you need to estimate future projects' costs, you can do so with one click in the Client Portal.
Within the Client Portal, you can:
request a quote for a future project. At this stage, you can 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 in 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 can 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 in the portal, you can easily request a quote or launch a project.
In the Client Portal, the available information and services are accessible in the appropriate modules. You can switch between the modules by selecting the icons:
 | Dashboard – the general overview of your current work in the Portal. For details, see the Dashboard module section. |
 | Quotes – information related to your quotes. For details, see the Quotes module section. |
 | Projects – all your projects in one place. For details, see the Projects module section. |
 | Invoices – an overview of your payables towards your language service provider. For details, see the Invoices module section. |
 | Reports – a repository of all reports. For details, see the Reports module section. |
To access the Portal Settings, click the
icon in the top right-hand corner.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 popup window and send a message to a contact person.