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Invite Your Client to Join Client Portal
Invite Your Client to Join Client Portal
Updated over 10 months ago

How to activate the Client Portal which will send an email invite to a client to create a password for their Client Portal. With Client Portal, a client can securely upload photos, and documents, send a message, and view attorney contact information.

  • NOTE: This can only be done by a firm administrator, or a user with the User Can Create Client Portal advanced permission.

  • Navigate to a case.

  • Click the dark green arrow case dropdown at the top right corner of the case.

  • Select the Client Portal.

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  • A pop-up window will appear.

  • Select the client's preferred email and create a username.

  • Select Save.

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  • A Client Portal invitation link with their username and a link to create a password will be sent to the client’s email.

  • The link will direct the firm's client to a screen to set a password for their Client Portal.

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  • Once logged in the client can begin uploading documents, photos, and sending messages.

  • Here's an example of what a client would see on a new Client Portal.

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