Client Portal Setup

Understanding the Client Portal
Client Portal is a secure way for you to communicate and share information with your clients. With using this function, you can invite your clients to a pri...
Wed, 24 Jan, 2018 at 10:31 AM
How To Enable Your Client Portal
To set up the Client Portal, firm-level permissions and matter level permissions need to be set. Note that to make these changes, User must have a Normal or...
Wed, 24 Jan, 2018 at 10:26 AM
How to Add A Client Portal Access Button To Your Firms Website
The client portal is a great tool for your clients to access items which have been shared with them.  If you have not yet enabled your client portal, fo...
Wed, 24 Jan, 2018 at 10:43 AM