This Article covers the setup, use and navigation of Prevail’s Client Portal.
The Client Portal is another useful communication tool available in Prevail, allowing you to exchange messages and documents with clients/prospects, receive contact information changes, and share matter status.
This Article covers the setup, use, and navigation of Prevail’s Client Portal with topics broken up into parts that feature separate functions of The Portal.
To view this information and the entire informational video of the Client Portal, click the link below.
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Note:You must use Microsoft Outlook in order to use the Client Portal, and you must have Outlook open in order to send and receive items through the Portal. Also, the client/prospect must have an email address in order to use the Portal.
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