The Client Portal is a secure way to communicate and share information with your clients. You can invite your clients to a private page to access: Invoices Tasks Events Notes Documents Intake Forms Payment Profile You can also exchange messages and comments for instant communication. As an admin, you have full control over what can …
At the matter level, you can give a firm user permission to view and send client messages. Allow a Firm User Client Portal Access To allow a firm user Client Portal access: From the left navigation panel, click Matters. On the Matters screen, double-click the matter and scroll down to its Summary section. From the tabs atop …
You can invite clients to the client portal to view and share items or revoke their access. Invite a Client To invite a client to access the client portal: From the left navigation panel, click Matters. On the Matters screen, double-click the matter and scroll down to its summary section. From the tabs atop the summary section, …
You can share items such as invoices, calendar events, tasks, notes, documents, messages, and forms with your clients via the client portal. The shared file icon displays to the far left of any item shared via the client portal. Note: Before sharing items with the client in the client portal, you must enable the client portal …
Your firm can email clients a daily summary of the documents, events, tasks, and more that your firm shared in the Client Portal. Enable Daily Digest Email To enable the daily digest email: From the left navigation panel, click Setup. From the Setup left navigation, click Firm Settings. From the tabs atop the Firm Settings screen, click Firm Preferences. On the Firm Preferences screen, …
You can add a client portal link to your firm’s website for convenient access. Note: If you have uploaded your firm’s logo under Setup > Firm Settings > Firm Preferences, in the Firm Branding area, this logo will display on the login screen of your Client Portal. Add A Client Portal Link To add a …
The Client Portal provides a secure channel through which to communicate with clients regarding their matters. Users must have portal access Allowed under Matter Details to view and send messages regarding a matter that has the Client Portal turned on. To allow user message access, see Allow a Firm User Client Portal Access. Set Up Client Chat To …
