Client Portal
Client Portal overview
What the Client Portal does
Section titled “What the Client Portal does”The Client Portal gives your clients a shared workspace to:
- View tasks assigned to them and complete checklist items
- Upload documents directly to the relevant task
- Sign documents electronically (eSignatures — Elite plan)
- Send messages and requests to your team
- View their invoices (if billing is enabled)
Each client sees only their own data. Nothing from other clients is ever visible.
How access works
Section titled “How access works”There is no password. Clients log in using a magic link — a secure one-click link sent to their email address. Magic links are valid for 7 days. When a client’s link expires, they request a new one from the login screen.
You grant portal access per contact. When a contact has access enabled, they can log in to the portal for your company. Granular per-permission control (read, edit, document access) is in development — currently a single Access enabled grant gives the contact everything they need.
What clients see
Section titled “What clients see”When a client logs in to the portal, they see:
- Signing requests — documents waiting for their electronic signature (if eSignatures is enabled)
- Tasks to do — active tasks your team has assigned to them
- Completed — finished tasks for reference
- A Send a request field to start new conversations with your team
Setup steps (firm side)
Section titled “Setup steps (firm side)”- Enable the Client Portal — Settings & Apps > Client Portal. Set your subdomain and optionally customize branding.
- Grant access to contacts — on the client page, open a contact and enable portal access.
- Share tasks via the portal — on any task, click the Client Portal button to make it visible to portal assignees.
- Let the client log in — they receive a magic link and see their tasks immediately.
Articles in this section
Section titled “Articles in this section”| Topic | For |
|---|---|
| Set up the Client Portal | Company Admin setting up the portal for the first time |
| Grant Client Portal access to a contact | Anyone who manages client contacts |
| Task Client Portal and billing settings | Team members configuring individual tasks |
| How to log in to the Client Portal | Clients (external users) |
| How to view and complete tasks | Clients |
| How to send messages and requests | Clients |
| How to upload files | Clients |
| How to use checklists | Clients |
| How to sign documents electronically | Clients (Elite plan) |
| How to update your profile and notification settings | Clients |
| How to switch between companies | Clients with multiple company access |
| eSignatures — firm guide | Team members sending documents for signing (Elite) |
| Customize Client Portal menu links | Company Admin (Elite) |