Client portal
Give each client a portal account to follow their own cases, hearings, consultations, contracts, invoices and projects, pay and sign online, and send new requests, while the firm decides what each client sees.
Tutorial 1
Your client's first visit
Give a client a portal account from their contact, follow the invitation they receive, and see what they find when they sign in for the first time, their records gathered on one page.
How-to 10
Give a client portal access
Open a client's portal account from their contact, for one person or for every person of a company, then stop it with Revoke Access or send the invitation again with Re-Invite.
Choose what a client sees
The rule that brings each kind of record to a client's portal, the difference between records that follow the exact contact and those that follow the company, and how to open a case to its client.
Client portal settings
Decide who may open a portal account, on invitation only or by free sign-up, let clients create API keys or not, and find the password and two-factor options that apply to clients as well.
Follow your cases and hearings
Find your cases on the client portal, open a case to see its parties, lawyers and history, follow its hearings and their dates in one list, then print the case report when you need it.
Consultations and executions
Follow the consultations you asked the firm for, read its advice and response, print the consultation report, and follow the court executions in which you are the client, with their procedures and collections.
Contracts and legal agencies
Read the contracts the firm prepares for you, accept one by signing it on the portal, print it, and check the legal agencies in which you are a principal, with their agents and their release and expiry dates.
Invoices, quotations and payments
What a client finds on the portal about money, from the list of invoices and an invoice's page with its download and payment buttons to the quotations waiting for an answer and the confirmed orders.
Projects, tasks and timesheets
Follow on the portal the projects the firm shares with you, their tasks and the time spent on each, write to the team on a task, and review every time line of your projects.
Send a new request
Send the firm a legal request or a collection request from the portal, follow your legal requests until the firm answers, and read your support requests and their conversation with the desk.
Your account and security
Keep your details and addresses up to date on the portal, change your password, turn on two-factor authentication, add a passkey, sign out other devices, or delete your portal account.
Reference 1
Client portal automations
What the client portal does by itself: the action behind the access window, the invitation, welcome and password e-mails a client receives, and the daily job that leaves portal accounts alone, with how to stop each one.
Explanation 1
How the client portal works
What a portal account is, what the client's home page gathers and when each card appears, what decides which records reach a client, the links that open one document, and what the portal does not do.