For Agencies using Client Portal for their customers, business owners in the Real Estate, Mortgage, Title, Financial Services, etc that need client portals for their customers, there exists a big need to use Client Portal to track and showcase a roadmap/checklist of activities. This means being able to show their customers a unique roadmap/checklist/timeline of their unique transaction/service, as well as being able to chat/provide feedback on certain items.

For reference, here are a few companies that do this well:

Obviously its hard to do all of this, but at least the ability to have a Roadmap of the services we provide would be a great start. If we have the ability to customize the Client Portal with custom fields, that would allow us to embed/build out the rest needed to service our individual clients.