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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...
Tue, 17 Oct, 2017 at 10:41 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...
Fri, 1 Dec, 2017 at 9:49 AM