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• Add Client Portal Users
• Manage Clients

Steps

Anchoradd cpadd cpClients are client portal users, requesters, or collaborators who are allowed to communicate with the legal team through the portal.

The Requests that are sent through the Client Portal are injected as Matters/Cases/Contracts/Documents in App4Legal.

In App4Legal, administrators can add and manage the client portal users from within the system. To do so, navigate to the System Settings from the Settings icon in the top right of the navigation menu, then scroll to the Client Portal section where you can manage all its related settings.

From the "Manage Clients" you can add and manage the client portal users.

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