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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