Objectives

• Enable the Client Portal 
• Activate clients 

Environment

• Settings

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Steps

In App4Legal, there is an add-on called "Client Portal" that allows App4Legal users to collaborate and communicate with their clients. It will connect the clients of the user’s company with the company itself andreduces back and forth emails as well as increases efficiency by focusing on automation. Through it, clients will be able to know the latest updates on their matters as well as provide their lawyers with requested information.

You can enable the Client Portal by heading to Settings under the user avatar on the top right.

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Go to Setup & Configuration under System Preferences section →Client Portal and then set the default value of the "Allow Feature Client Portal" as "Yes". 

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You can access the Client Portal  by heading to the Settings under the user avatar on the top right.

 Scroll to the Client Portal box in order to activate your clients. 

Head to "Manage Client" to be able to add and manage the client in the Client Portal.

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