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Give Clients Clear and Secure Visibility

Let clients see exactly what they need - and nothing more. Give them the transparency they want while protecting your internal operations. 

  • Show clients their tickets across all workflow stages
  • Display only client-specific tickets and projects for information security
  • Control visible details (assignees, budgets, notes, due dates)
  • Enable client self-service for adding notes or moving cards
  • Maintain security standards with SOC 2 compliance while improving transparency

Increase Revenue While Improving Client Experience 

Turn client communication into a premium service offering. Transform how clients perceive your MSP's value and professionalism. 

  • Reduce client churn through better engagement and transparency - Retain more clients by giving them the visibility they've always wanted 
  • Position your MSP as a trusted advisor focused on communication - Differentiate from competitors who keep clients in the dark 
  • Differentiate your services from competitors - Stand out in sales conversations with a feature most MSPs don't offer 
scott testimonial
azure migration

Seamless Client Communication Integration

Enhance your existing client portal or use as a standalone solution. Complement rather than replace your current client engagement tools. 

  • Embed TopLeft boards in CloudRadial - Add visual workflow to your existing client portal 
  • Keep your branding consistent across all client touchpoints - Maintain your professional image with customized branding 
  • Maintain a single source of truth in your PSA - Eliminate duplicate data entry and inconsistent information 

This feature is available as an optional add-on. For full details, visit our pricing page.

 

What Customers Are Saying

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star
We started using TopLeft in our account management space so clients could collaborate directly. It’s now a Kanban-style planner that both our TAMS and customers use to track work together.
Ross Sardi
CEO
First Focus (300 Staff, Australia)
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We started using TopLeft in our account management space so clients could collaborate directly. It's now a Kanban-style planner that both our TAMs and customers use to track work together.
Ravi Brounstein
CEO
Alpha IT

Supporting your Implementation Every Step of the Way 

TopLeft provides a structured "12 Weeks to Kanban" program that guides your team through implementation with weekly milestones. Our approach ensures you get immediate value from visualization while maintaining seamless integration with your PSA. 

Client Portal implementation journey: 

  • Weeks 1-3: Set up your internal workflow boards 
  • Weeks 4-6: Configure client-facing views 
  • Weeks 7-9: Train your team on client communication best practices 
  • Weeks 10-12: Launch to clients and measure impact 

Frequently Asked Questions

Need help? See the answers to the most commonly asked questions below.

Clients can see their tickets and projects organized in Kanban boards with your workflow stages (like Ready, Waiting, In Progress, and Complete). You control exactly what information is visible from basic status information to detailed views including assigned technicians, time budgets, notes, and SLAs. Each client only sees their own tickets and projects, maintaining proper security boundaries between clients. 

You decide what level of interaction clients have. At minimum, they can view status information. Optionally, you can allow them to add notes to tickets and even move cards between columns (such as moving a ticket from "Waiting on Client" to "Ready" when they've provided requested information). Any changes they make are immediately synchronized with your PSA. 

The visual nature of Kanban makes it immediately obvious which items are waiting for client action. By making "Waiting on Client" status visible in the portal, clients can clearly see what's holding up progress. Many MSPs report that clients become more proactive about providing needed information when they can visually see its impact on progress, reducing delays and improving project timelines. 

The visual Kanban format makes status information much easier to understand compared to traditional list-based PSA portals. Clients can see workflow status at a glance without needing to understand your ticketing system. The board format also provides context showing how tickets move through your process and highlighting bottlenecks or delays, including those waiting on client input. 

Yes. You can customize colors, logos, and other visual elements to match your brand identity. This ensures a consistent experience for clients and reinforces your brand with every interaction. The portal appears as an integrated part of your service offering rather than a third-party tool. 

MSPs report high client adoption rates, particularly for clients who frequently request status updates. The intuitive visual format requires minimal training, and most clients quickly appreciate the self-service access to information. Our implementation team can provide best practices for introducing the portal to clients and encouraging adoption. 

TopLeft's Client Portal maintains enterprise-grade security standards, including secure authentication, encryption of data in transit and at rest, and strict access controls ensuring clients only see their own information. The permission model is designed to prevent any possibility of cross-client data exposure while still providing the transparency clients need. 

Yes! See the YouTube video below.

 

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See how TopLeft’s Client Portal reduces update requests and boosts client satisfaction without adding to your team’s workload.

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