Inviting a client to the portal

The client portal shows one client their own matter: where it is up to, the documents you need, their questionnaire, tasks, messages and invoices.

Sending the invitation

Open the matter, go to the Client Portal tab and choose Send portal invite. You must have recorded an identity check first. The invitation link works for 72 hours, and a newer invitation replaces an older one.

How clients sign in

• With the password they chose when they set up the portal.
• With an emailed sign-in link that works once and expires after 10 minutes.
• If they forget the password, Forgot password sends a link to choose a new one.

Messages

Portal messages are on by default for each matter. You can turn them off on the Client Portal tab.