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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...
Mon, 14 Aug, 2017 at 9:55 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...
Mon, 14 Aug, 2017 at 9:48 AM