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Law Firm Guide

  • Enable the Client Portal

    The Client Portal is a secure way to communicate and share information with your clients.…
  • Manage Client Portal Access

    You can invite clients to the client portal to view and share items or revoke their access.…
  • Add A Client Portal Link to Your Firm’s Website

    You can add a client portal link to your firm’s website for convenient access. Add A…
  • Chat with Clients via the Client Portal

    The Client Portal provides a secure channel through which to communicate with clients re…
  • Enable the Client Daily Digest Email

    Your firm can email clients a daily summary of the documents, events, tasks, and more that…
  • Share or Unshare Items in the Client Portal

    You can share items such as invoices, calendar events, tasks, notes, documents, message…
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