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

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