This Article covers the setup, use and use navigation of Prevail’s Client Portal.
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This portion of the video will cover the Client Portal initial setup.
Before a client can use the Portal, you must activate it for them in the matter in Prevail.
Ensure that the client has an email address entered in their Contact entry and that the messages box is checked.
Note: If there is more than one email address, the Portal invitation will show whichever email address is selected as the primary.
On the Portal tab, in the Conversations section in the upper left, click the Portal Users drop-down button.
You will see a list of the clients from the current matter, along with the current Portal invite status:
Uninvited
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Pending
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Active
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Click on an Uninvited Client to send the Portal invitation to their email address.
This invitation will include a link to the Portal site, as well as login credentials.
Note: After a client has logged in to their Portal, their status in the Portal Users drop-down menu will change to Active, and . This allows the 'Add Conversations' and 'Add Documents' buttons on the Portal tab will also to become active.
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To ensure that the client/prospect has an email address entered in his/her Contact entry, and that the email address has the “Messages” box checked.
Go to the Portal tab.
In the Conversations section (upper left), click the Portal Users drop-down button. You will see a list of the clients from the current matter/prospect, along with the current Portal invite status: Uninvited, Pending, or Active.
Click on an Uninvited Client to send the Portal invitation to his/her email address. This invitation will include a link to the Portal site, as well as login credentials.
Note: After a client/prospect has logged in to the Portal, his or her status in the Portal Users drop-down menu will change to Active. Also, after the client’s/prospect’s initial login, the ‘Add Conversations’ and ‘Add Documents’ buttons on the Portal tab will become active.
Portal Password (Client)
Warning: If the client/prospect loses his/her Portal password, s/he must contact your office to have it reset. To reset the password, any Prevail user can click the Portal Users drop-down button, and click on the Active user. A window will display with an ‘Invite’ button to click to send an invitation with a new password.
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Matter Status Messaging in Client Portal, Document Exchange in Client Portal, Update Client Info in Client Portal, Client Portal Setup & Use