Learn more about the client portal and how you can use it to communicate securely with your clients.
By PracticePanther and 4 others5 authors20 articles
Using the Client Portal to Communicate with your Attorney
Viewing your Operating and Trust/Escrow Account Balances.
How to login to your Client portal
Sending a Secure Encrypted Message to your Attorney.
Viewing your invoices in the client portal.
Resetting your password for the Client portal
Inviting your contacts to the Client portal.
Using security roles to limit a user from seeing secure messages
Assigning tasks to your clients using the client portal.
Knowing when a client completed a task in the Client portal
Sending a secure message to your client using the Client portal
Sharing files with clients using the Client portal
Activating the Client portal for a Company
Resetting the Client portal