What is the client portal?

The client portal is a space your client enters with their own site account, to see only what you allow and message you securely instead of scattered WhatsApp and email. Everything is opt-in: you switch the portal on for the firm and then invite whom you choose.

What it offers

• Their own profile as you hold it (name and contact details).
• Their own matters only: title, stage, court and status.
• Upcoming and past hearings of those matters.
• Only the documents you share with them.
• Their issued invoices and the payments recorded against them (not drafts).
• A conversation with you.

What they never see

Internal deadlines, tasks and notes; time records, the trust account and firm reports; other clients' matters; the firm's members, settings and subscription.

How to start

1. Open Settings, then the Client portal tab, and turn the portal on (Turn portal on). This is for owners and partners.
2. Open the client's contact and invite them from the Client portal card (steps).
3. Share the documents you want them to see.
4. Follow their messages under Client messages (conversations).

Who can do what

Inviting, messaging and disabling one client's access: owners, partners, lawyers and paralegals. Turning the portal on or off for the whole firm: owners and partners. Accountants do not manage the portal.