Law Firm Guide

The Client Portal is a secure way to communicate and share information with your clients.

At the matter level, you can give internal and external users permission to view and send client messages.

You can invite clients to the client portal to view and share items or revoke their access.

The Client Portal provides a secure channel through which to communicate with clients regarding their matters.

You can share items such as invoices, calendar events, tasks, notes, documents, messages, and forms with your clients via 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.

You can add a client portal link to your firm's website for convenient access.