Share or Unshare Items in the Client Portal

In This Article…

You can share items such as invoices, calendar events, tasks, notes, documents, messages, and forms with your clients via the client portal.

The shared file icon displays to the far left of any item shared via the client portal:

Note

Before sharing items with the client in the client portal, you must enable the client portal for that matter.

Watch a Video

From Matter Details

To share an invoice via the client portal:

From the left navigation panel, click Matters.
On the Matters screen, either double-click the matter, or single-click it, then from the toolbar, click Details.
From the Matters left navigation, click Billing.
From the tabs atop the Billing screen, click Invoice.
On the Invoice tab, single-click an invoice to highlight it.
From the toolbar, click Action > Share via Client Portal.
If the invoice was not Final, the Share via Client Portal message box reads: This is an Unfinal invoice. Invoice will be marked as Final once shared. Continue?

Note
If your firm previously shared the invoice, the toolbar displays the option to Unshare via Client Portal.
Click Yes.
The system adds the invoice to the Client Portal and sends an email notification to the client. The Share via Client Portal message box reads: Invoice has been shared successfully.
Click OK.
The shared file icon displays to the far left of the row.

From Activities

To share an invoice via the client portal:

From the left navigation panel, click Activities.
From Activities left navigation, click Invoices.
On the Invoices screen, single-click the invoice to highlight it.
From the toolbar, click Action > Share via Client Portal.
If the invoice was not Final, the Share via Client Portal message box reads: This is an Unfinal invoice. Invoice will be marked as Final once shared. Continue?

Note
If your firm previously shared the invoice, the toolbar displays the option to Unshare via Client Portal.
Click Yes.
The system adds the invoice to the Client Portal and sends an email notification to the client. The Share via Client Portal message box reads: Invoice has been shared successfully.
Click OK.
The shared file icon displays to the far left of the row.

To share an event, task or note via the client portal:

Add or edit an event, task, or note.
Under the applicable Add or Edit screen’s Details section, check the box to Share via Client Portal.

Note
You can also uncheck this box to unshare the item.
In the lower right corner, click Save.
The shared file icon displays to the far left of the row.

Note

You can share via the client portal even if you are using one of the document integrations.

Add or edit your document.
From the toolbar, click Share.
The Share File message box reads: Are you sure you want to share the selected file via client portal?

Note
You can also uncheck this box to unshare the item.
Click Yes.
The shared file icon displays to the far left of the row.

You can share forms with clients through the client portal to collect and populate needed information.

This option will only be available if, when choosing your processing rule you choose to associate this form with an existing matter that has an activated client portal. Also, the “Forms” box needs to be checked off in client portal permissions for the matter. Learn more about Client Portal Access.