What clients see
Invited clients sign in to a portal showing only their own cases: a plain-language case summary, upcoming dates, shared documents, messages and invoices.
Inviting a client
Open the case → Client portal → Invite. The client receives a secure sign-in link. You control which documents are shared.
Messages
Client messages appear in the case timeline and in your Inbox, so nothing is lost in a personal mailbox.
Open it in the app: /portal
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