If a client is experiencing issues logging into their CASEpeer Client Portal account try the following:
This email is time-sensitive, make sure the client is logging in as soon as they receive the email, the link is active for 72 hours.
If a client does not see the welcome email, which will come through in less than a minute, verify their email is listed correctly on the case and check their spam folder.
Confirm that the client is capitalizing the letters as indicated and including cp- in the username.
Usernames and passwords are both case-sensitive, improper capitalization could trigger an error.
The password needs to be at least nine characters in length.
Have the client log into their client portal through my.casepeer.com instead of the Client Portal link located in their email.
If an error is still occurring, double-check the firm has entered their firm contact information.
Navigate to the Settings Gear.
Select Account Settings.
Click on the drop-down arrow aligned with Firm Details.
Enter Firm Information once the pop-up window appears.
If an error is still occurring, deactivate and reactivate the Client Portal.
Navigate to the Home Tab.
Click the dark green drop-down arrow on the right side.
Select Client Portal.
A pop-up will appear, select Deactivate.
Follow the same steps to reactivate the Client's Portal
The client will receive a new invitation email.
If the client is still having issues recommend an incognito window.