Client Portal

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

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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 to my clients?

Your clients view once logged into the Client Portal.

Written by PracticePanther Help Center
Updated over a week ago

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)

Using the Client Portal to Communicate with your Attorney

Instructions for your clients to access their Client Portal.

Written by PracticePanther Help Center
Updated over a week ago

Viewing your 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 to login to your Client portal

Logging into your client portal.

Written by PracticePanther Help Center
Updated over a week ago

Sending a Secure Encrypted Message to your Attorney.

Send a secure encrypted message to your attorney.

Written by PracticePanther Help Center
Updated over a week ago

Viewing your invoices in the client portal.

View and invoices sent to you in the client portal.

Written by Adam Sibori
Updated over a week ago

Resetting your password for the Client portal

Reset your client portal password.

Written by PracticePanther Help Center
Updated over a week ago

Client Portal (For Users)

Inviting your contacts to the Client portal.

Invite your contacts to the client portal.

Written by PracticePanther Help Center
Updated over a week ago

Using 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

Assigning tasks to your clients using the client portal.

Assign a task to your clients over the portal.

Written by David S
Updated over a week ago

Knowing 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

Sending a secure message to your 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

Sharing 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

Activating the Client portal for a Company

How to make a client portal for company contacts.

Written by Adam Sibori
Updated over a week ago

Resetting the Client portal

How to restart the client portal.

Written by Adam Sibori
Updated over a week ago

Frequently Asked Questions

Attaching multiple files to a single secure message.

Attached multiple files to single secure message.

Written by Ori T
Updated over a week ago

Sending text message reminders to your clients.

Send text message reminders to your clients.

Written by PracticePanther Help Center
Updated over a week ago

Troubleshooting

Adding a User who has used their email for 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