Invite Your Client to Join Client Portal

How to activate the Client Portal which will send an email invite to a client to create a password for their Client Portal. With Client Portal, a client can securely upload photos, and documents, send a message, and view attorney contact information. 

• NOTE: This can only be done by a firm administrator, or a user with the User Can Create Client Portal advanced permission.
• Navigate to a case.
• Click the dark green arrow case dropdown at the top right corner of the case.
• Select the Client Portal.

• A pop-up window will appear.
• Select the client's preferred email and create a username.
• Select Save.

• A Client Portal invitation link with their username and a link to create a password will be sent to the client’s email.

• The link will direct the firm's client to a screen to set a password for their Client Portal. 

• Once logged in the client can begin uploading documents, photos, and sending messages. 
• Here's an example of what a client would see on a new Client Portal.