Client Portal
Centralize Communication and Funnel all Requests to a Self-Service Legal Client Portal for All Legal Professionals.
Main Topics
How to add watchers in the client portal?
How to configure the Client Portal?
How to Enable the Client Portal and Activate my Clients?
How to Set Up and Configure the Client Portal
How to Share Matters/Contracts/Documents with the Client Portal
How to use the Client Portal as Client or Collaborator?
Key Features for Clients
- Make Requests & Instantly Follow up
- Add Comments to Requests in Progress
- Automatic Updates and Notifications
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