Client portal and messages
7 articles
- What is the client portal?A secure space where your client follows their matters, hearings, documents and invoices and messages your firm
- Inviting a client to the portalSend an email invitation, resend or revoke it, and what happens when it is accepted
- The client cannot accept the invitationWhat the messages invitation expired, already used, or email mismatch mean and what to do in each case
- What the client sees in their portalA tour of the portal pages from the client's side, what appears and when
- Portal settings and switching access offTurn the portal on or off for the whole firm, and disable or re-enable a single client's access
- Messaging clients from the firm sideThe client messages inbox, replying and attaching a shared document, and the notifications you and the client get
- Invoices and payment in the client portalWhich invoices the client sees, how they pay by bank transfer, and when payments appear
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