PracticePanther

PracticePanther Help Center

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

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

Your clients view once logged into the Client Portal.

Integrating the button to the client portal into your website.

Instructions for your clients to access their Client Portal.

View your operating and trust account balance in client portal.

Send a secure encrypted message to your attorney.

View and invoices sent to you in the client portal.

Invite your contacts to the client portal.

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

Assign a task to your clients over the portal.

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

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

Share files with your clients using the client portal.

How to make a client portal for company contacts.

Attached multiple files to single secure message.

Send text message reminders to your clients.

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