Client portal

A portal in your name where your clients sign in with their own password and follow the requests your office runs for them, upload the papers still needed, read the documents you keep on file, see their invoices and send a bank-transfer receipt. Part of the Client portal add-on; the office invites each client contact under Client portal → Portal users.

Steps

  1. The client opens the invitation link, chooses a password and lands on the home page: tiles for open requests, papers needed, documents expiring and unpaid invoices, then the latest requests.
  2. Requests lists every case with its stage and due date. "New request" picks a service from your catalogue, shows the papers it needs and the estimated fees, takes the persons it is for and a message, and opens the job on your service board.
  3. On a request the client ticks off the checklist by uploading each paper (with its number and expiry when the type needs them), reads the timeline and messages the case handler; the office answers from the job's "Messages with the client" card.
  4. Documents lists the papers you keep on file for the client with their expiry state, each downloadable; Invoices shows every invoice with its balance, and an unpaid one takes a receipt upload (amount, date, reference, the file) that lands in your Receipts queue.
  5. Users (the client's admins only): invite a colleague with a name, email and role; the link shown works once for 7 days. Disable a user to close their access.

Tips

  • The portal address is <your site>/#/portal/s/<store>; the office copies it from Client portal → Portal users. It opens only for stores with the Client portal add-on.
  • A member sees the requests, documents and invoices; only an admin of the client manages its users.
  • The Documents tab shows only with the Documents add-on; every view and download is in your audit log.
  • Every request, message, upload and receipt from the portal raises a notification under the bell of the office.

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This guide belongs to the Client portal module. Learn more

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