Client Portal

Learn more about the client portal and how you can use it to communicate securely with your clients.

20 articles in this collection
Written by Ori T, David S, PracticePanther Help Center and 2 others

Getting Started (For Firm)

Client portal tutorial

Stay in touch with your clients like never before with our client portal.

Written by PracticePanther Help Center
Updated over a week ago

What does the client portal look like for my clients?

This is how your client portal will look for your clients.

Written by PracticePanther Help Center
Updated over a week ago

How to integrate the Client Portal button into your website using WordPress

Integrating the button to the client portal into your website.

Written by David
Updated over a week ago

Client Portal (For Clients)

How do I use the Client Portal to Communicate with my Attorney?

Instructions for your clients to access their Client Portal.

Written by PracticePanther Help Center
Updated over a week ago

How do I view my Operating and Trust/Escrow Account Balances?

View your operating and trust account balance in client portal.

Written by PracticePanther Help Center
Updated over a week ago

How do I login to the client portal?

Logging into your client portal.

Written by PracticePanther Help Center
Updated over a week ago

How do I Send a Secure Encrypted Message to my Attorney?

Send a secure encrypted message to your attorney.

Written by PracticePanther Help Center
Updated over a week ago

How do I view my invoices in the client portal?

View and invoices sent to you in the client portal.

Written by Adam Sibori
Updated over a week ago

How do I reset my password for the client portal?

Reset your client portal password.

Written by PracticePanther Help Center
Updated over a week ago

Client Portal (For Users)

How do I invite my contacts to the client portal?

Invite your contacts to the client portal.

Written by PracticePanther Help Center
Updated over a week ago

How do I use security roles to limit a user from seeing secure messages?

Using security roles to limit a user from seeing your secure message.

Written by David S
Updated over a week ago

How do I assign tasks to my clients over the portal?

Assign a task to your clients over the portal.

Written by David S
Updated over a week ago

How do I know when a client completed a task in the client portal?

Check when your client completed a task in the client portal.

Written by PracticePanther Help Center
Updated over a week ago

How do I send a secure message to my client using the client portal?

Send a secure message to your client using the client portal.

Written by PracticePanther Help Center
Updated over a week ago

How do you share files with clients using the client portal?

Share files with your clients using the client portal.

Written by PracticePanther Help Center
Updated over a week ago

How do I activate the client portal for a company?

How to make a client portal for company contacts.

Written by Adam Sibori
Updated over a week ago

How do I reset the client portal?

How to restart the client portal.

Written by Adam Sibori
Updated over a week ago

Frequently Asked Questions

How do I attach multiple files to a single secure message?

Attached multiple files to single secure message.

Written by Ori T
Updated over a week ago

How can I send text message reminders to my clients?

Send text message reminders to your clients.

Written by PracticePanther Help Center
Updated over a week ago

Troubleshooting

I can't add a user into the software because he created an account with the client portal

Not being able to add a user into the software because he created an account with client portal.

Written by PracticePanther Help Center
Updated over a week ago