Enable the Client Portal

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

You can invite your clients to a private page to access:

  • Invoices
  • Events
  • Tasks
  • Notes
  • Documents
  • Intake Forms

You can also exchange messages and comments for instant communication. 

As an admin, you have full control over what can or cannot be shared with your clients, and you can set permissions/restrictions per matter.

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Client Portal Screens

The client portal includes several screens. The viewable items can change based on the permissions that you assign.

Dashboard View pending invoices, upcoming tasks, and upcoming events.
Invoice Download and view invoices the firm has shared and pay invoices online via our payment processing integrations.
Calendar View calendar events the firm has shared.
Task View tasks the firm has shared.
Documents Download, view, and upload documents the firm has shared.
Notes View notes the firm has shared.
Messages Read and respond to messages from permitted CosmoLex users.

Enable the Client Portal

Important

To make these changes, the user must have:

  • Access to the Setup area
  • A Normal or Admin role

Step 1: Enable Firm Level Settings

To enable firm level settings:

  1. From the left navigation panel, click Setup.
    The Setup screen opens, displaying a gray left navigation panel.
  2. From the Setup left navigation, click Firm Settings.
    The Firm Settings screen opens, displaying tabs atop the screen.
  3. Click Firm Preferences.
    The Firm Preferences screen opens.
  4. Scroll down to the Client Portal section.
  5. Click the gray Client Portal switch to turn it ON and green.

  1. Under the Permissions section, check the boxes beside the areas for which you want to permit sharing. You can add further restriction at the matter level.

    Important

    If you check an item’s box on the firm level, it displays on the matter level. Conversely, unchecking boxes at the firm level removes them from the matter level.

    Invoice and Messages are on as default on the firm level.

Step 2: Enable Matter Level Settings

To enable matter level settings:

  1. From the left navigation panel, click Matters.
    The Matters screen opens, displaying a toolbar atop the screen.
  2. Either double-click the matter, or single-click it, and then from the toolbar, click Details.
    The Matter Details screen opens, displaying a gray left navigation.
  3. From the Matter Details left navigation, click Client Portal.
    The Client Portal screen opens.
  4. In the upper right corner, click the gray OFF switch.
    The switch turns ON and green. On the Matters screen, a silhouette icon displays to the left of the client’s name to indicate you can share items for the matter via the client portal.

Updated on July 26, 2021

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