The future of client portals

Roy Keely
May 29, 2025
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There will always be some version of a client portal. But reading the tea leaves—AI, APIs, and MCPs (Model Context Protocols)—the future isn’t about isolated portals. It’s about connected workflows.

I’ve talked before about the Maslow’s hierarchy of needs for professional service firms for years —and I think it’s holding up. We’re moving toward a world where document exchange fades into the background. It becomes ambient. Expected. Invisible.

If you're charging premium prices, you can't afford to think in fragmented workflows. It starts with how you share files.

Here’s the truth your clients are telling you (without saying it): they don’t want to log into your portal. They want you to work inside their ecosystem. That’s been hard—until now. But thanks to platforms like ShareVia, this kind of interoperability is about to become table stakes.