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Client Portal
Client Portal
Learn more about the client portal and how you can use it to communicate securely with your clients.
+2
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