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.

A pop-up window will appear.

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

Select Save.

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.

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.