Advice and answers from the PracticePanther Team

Search results for:client portal

Client portal tutorial

Stay in touch with your clients like never before with our client portal… Activate your client portal What the client portal looks like for your clients Send secure… After you've activated the client portal, your client will receive an email confirmation with instructions

Resetting the Client portal

How to restart the client portal… Resetting the client portal allows your clients to start a new portal with a blank slate, along with… Click the three bars next to "Client Portal". 3) Click "Reset Portal?"

How to login to your Client portal

Logging into your client portal

Resetting your password for the Client portal

Reset your client portal password

Inviting your contacts to the Client portal.

Invite your contacts to the client portal… Scroll down, enter an email address for your client and select "Yes" on "Client portal access". 4… To add someone to the client portal:

Activating the Client portal for a Company

How to make a client portal for company contacts… portal if the Client Portal is set to "Yes"… "Client Portal" to "Yes" for all desired contacts. 4) Click "Save"

Sharing files with clients using the Client portal

Share files with your clients using the client portal… Using the client portal you will be able to not only send secure messages to your client, but also share… The file you selected will now be shared with your contact through your client portal

Viewing your invoices in the client portal.

View and invoices sent to you in the client portal… Using the client portal, you can access all your invoices that have been sent to you at any time

What does the Client Portal look like to my clients?

Your clients view once logged into the Client Portal… To get a clear idea of what the client portal looks like to your clients, check out this video or the screenshots below:… The client portal and emails they receive are all white-labeled with your firm’s logo and colors

Using the Client Portal to Communicate with your Attorney

Instructions for your clients to access their Client Portal… Follow these steps in order to access the client portal: ​ Make sure to bookmark the login page… you want to share back and forth with your attorney can be done through Box.com directly from your client