Need a suggestion for a specific Client Portal

  • I have a client who is a lawyer, and would like to add a client portal to his website. He’d like his clients to be able to log in, and see the status of their current files. So simple case number, case name, date, and status.

    He’d also like the client to be able to add contacts or referrals through this portal, and keep track of how many people they’ve referred.

    But, both these features need to be only visible to him and that client’s respective login. Security is also a factor given the sensitive information. Suggestions?

    Thanks!

Viewing 4 replies - 1 through 4 (of 4 total)

  • This comes to mind:

    Make sure that the site gets an SSL certificate, and that all connections are only by https, this will protect the sensitive information as it travels accross the net.
    Must have lockout on too many failed logins.
    Must disable email password reset.

    Lawyer must issue passwords, must not let clients change passwords.

    Have you looked for plugins that do this ? I would be surprised if this were the first such usage.

    You can use this plugin: WP-Client. Please note this is not a free plugin, but I have used this plugin and it is an outstanding one and would serve your purpose very well.

    Thread Starter Amylyn

    (@amylyn)

    I agree with you RossMitchell. I’ve been looking around and found the WP-Client you suggested respectyoda (awesome name btw), and I message the developer with my needs to see if I could use it for them. They suggested it wasn’t the plugin I should use.

    So after an exhausting search for another option, I decided to see if others had some good suggestions. I appreciate the feedback! ??

    Ha. Thanks. Here’s one more suggestion of a plugin to use: Groups. With this free plugin, you can create a page (or pages) that only certain people can see.

Viewing 4 replies - 1 through 4 (of 4 total)
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