Task guide
Client portal settings
Set how the portal greets clients, how they sign in, how long access lasts and what clients may do themselves.
Settings, then Communications, then Client portal holds the firm's rules for its client portal. Each shows its default, and every change is recorded in the audit trail.
How the portal looks
- Welcome to clients: the words on the portal's sign in and home.
- Portal accent colour: the colour of its buttons and links, as #RRGGBB. Empty keeps the product's.
- Contact email, phone and hours shown to clients. Empty uses the firm profile's.
The logo is the firm's own, from the firm profile.
Signing in and sessions
- Emailed code at sign-in: on a new device only, or every time.
- Trusted device lasts: how long a device the client trusted skips the code.
- Fresh code lasts: how long one code covers paying and signing before another is asked for.
- Portal session idle limit and ends after: when a session ends.
- Invitation open for: how long an invitation link works.
What clients may do
- Clients manage their own people: whether an organisation's owner may give colleagues access, within what the owner holds. Off, only the firm gives access.
- Client meetings: the hours meetings may fall in, how long each is, how far ahead and with how much notice a client may ask.
- Notice on portal messages: the standing notice every conversation carries.
- Remind to update a client after: when the responsible lawyer is reminded that a client has had no case update.
- Closed matters readable for: how long a closed matter stays readable to its client.
Was this helpful?