Sharing Practice Information > via the Client Portal > Clients using the Client Portal

Clients using the Client Portal

Once a Client has received their Client Portal invitation e-mail, clicked the link in it, and set up their access, they can log into the Portal.

Learn by Video – U sing the Client Portal

What a Client can see in the Portal:

Files that have been shared to them.
Shared Documents, Notes, Appointments, and Tasks on those Files—from separate modules or from the Details views of the associated File.
For privacy and security reasons, Clients are provided limited information. For example, a File's Summary is not shown.
Shared Invoices.

What a Client can do in the Portal:

Add new Documents on their shared Files. These are automatically shared, and assigned to the File's Responsible Lawyer.
- Clients may download an existing shared document, edit it, and upload it as a new, separate Document.
- If Documents are Amicus-Managed at your firm, Clients may also Check Out/In the current version of an existing shared Document.
Add new Notes on any of the shared Files (and optionally on a Document or Event). These are automatically shared, and a Sticky Alert is sent to the File's Responsible Lawyer.
For privacy and security reasons, Clients cannot otherwise edit or delete existing items.
Share and Pay Invoices.
Generate and view a report of activities in the Client Portal.

If a Client forgets their password

Enable the Client to set up their access to the Portal with a new password.
Click the Portal button in the Client's Contact Details.
1. Note which of their Files are shared.
Clear the "Allow..." checkbox, and click Save. This removes their Portal account.
Click the Portal button in Contact Details again.
Reselect the "Allow..." checkbox.
Reselect the Files to be shared.
Click Send Invitation. This creates an e-mail to the Client, containing a link that will allow them to set up their Portal access again (including specifying a different password).
Click Save.