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...

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...

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...