Client portal
Give clients a secure place on your website to follow their matters, pay and share documents.
Turning on the client portalThe client portal is a private area on your firm's website where clients sign in to follow their matters, pay invoices, download documents you share, upload documents you ask for and message you. It n...Giving clients accessAccess is given per contact, person or company, from the contact's Portal access card. You need the Manage portal accounts permission.What clients seeClients only ever see what's theirs. Signed in, a client sees:Document requestsAsk a client to upload a file through the portal, such as a passport copy, a signed form or a bank statement. Requests need the client portal on and a client whose access isn't revoked.Portal messagesPortal messages are a secure way to talk to clients without email: the message stays in Mattersimple, and the client is only emailed that there's something to read.Client data requestsUnder privacy laws such as the GDPR, your firm is responsible for your clients' personal data. Clients with a portal account can download or delete their own data from their portal Settings. You can a...
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