The Client Portal was designed specifically for our subscribers’ clients to allow them review the progress of their case or project. Throughout the knowledge base, our Subscribers are called Brand.
To access the Client Portal, the Brand will send you an email to create an account.
💡Tips: Review the videos, “How do I create my username and password?”, “How do I sign the Service Agreement?”, “How do I accept the Terms of Service?”
See a snapshot of the Client Portal Dashboard:
Clients can conveniently review their invoices and make online payments in a secure setting. They can add cards and view saved cards on file.
Clients can download, print or pay an invoice.
Clients can also upload and share documents with the staff working on their case or project. They can view documents shared with them.
Clients can communicate directly with staff knowing that the content of their texts is protected by a user login for access. They can read Brand news shared with them.
Clients can view and edit their profile. They can add a photo or avatar to their profile.
And much more…
