PracticePanther

Invite your contacts to the client portal.

Inviting your contacts to the Client portal.

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

Using security roles to limit a user from seeing secure messages

Assign a task to your clients over the portal.

Assigning tasks to your clients using the client portal.

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

Knowing when a client completed a task in the Client portal

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

Sending a secure message to your client using the Client portal

Share files with your clients using the client portal.

Sharing files with clients using the Client portal

How to make a client portal for company contacts.

Activating the Client portal for a Company

Resetting the Client portal

PracticePanther Help Center

David S

Adam Sibori

Client Portal (For Users)

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.