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 Admin role, as well as access to Setup.

Enabling Your Client Portal

  • Go to Setup > Firm Settings > Firm Preferences > Client Portal: Turn ON

Once turned on, You will then need to choose what areas are permitted to be shared:
  • Invoices
  • Tasks
  • Calendar Events
  • Notes
  • Messages
  • Documents
  • Send daily digest email to the client with a summary of new activities of the day.
  • Send email notification to Client when a new item is shared with the Client.
  • Send email notification to client portal parties when the client uploads a new document.

Note that further restriction can be added on the matter level.

Be aware that if the box is unchecked for any of the items, such as tasks, or calendar events on the firm level, it will be removed on the matter level.

If the box is checked for an item on the firm level, it will show on the matter level. 

Note: Only Invoice and Messages are on as default on the firm level.

The next step is to turn on client portal for a matter.

  • Go to Matter Page > double click on the matter, or highlight the matter > Details

  • In matter details, click on Client Portal tab > Client Portal: Turn ON

  • Under Permissions, you can select what you want to share with the client. Note these selections are specific to this matter only. 

  • Once client portal is turned on, you will see  to the left of the client name on the Matter Page indicating that items can now be shared on the client portal for this matter. 

Note: When turning off client portal for a matter, you will see a warning message as shown below:

If you click yes, the client portal will be turned off for the matter.

When turning off client portal on a firm level, you will see a warning message as shown below:

If you click yes, it will turn off client portal for all existing matters.

To invite your client to the portal, see HERE