With our client portal functionality, you can communicate and interact with your clients in a safe and secure space. But how can your own legal clients navigate and optimally leverage the client portal from their own end?
In this video, we demonstrate how your legal clients can:
Share documents with you (their attorney)
Send secure messages
Access quick links
Make payments for due invoices
Fill intake forms
Check upcoming meetings
Filter information by matter
Switch between dark/light modes
Modify account settings i.e. username and password
And many more