In this article, you will learn about using the 'Client Portal' feature from within a Matter.
Please note that you will need to enable the 'Portal' from within the Admin menu before you can access it from within a matter.
The 'Client Portal' is a secure way of communicating with your clients. You will be able to share documents and other files, automatically update your clients on tasks that have been complete and send automated reminders of outstanding items. Utilizing the portal can mean a win-win for both of your clients, since they will receive updates about the status of their matters in a more timely fashion and you will save yourself time by having clients submit their own documents to you.
The Client Portal Overview Screen
To access the 'Portal', click on this icon within the Matter Navigation Bar.
If 'Portal' has been configured for the matter type of the matter in question, clicking this icon will take you to the portal overview screen, where you will see a list of parties that you can enable the portal for.
On the left, you will a see of parties for which the 'Portal' can be enabled, and in the center is a log of any chat interactions you have with the client through the portal. On the right, under the email address field, you will be able to see the permissions set for the client, as well as a summary of their recent activity.
Granting Portal Access to a Client
To grant portal access to a client, click on the checkbox beside the specified participant type, as pictured below:
Doing so will populate the 'Email Address' field with the email address associated to the client's contact record. Click 'Save' to send a portal login invitation to the client. They will receive an email with instructions on how to log in to it and get started.