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Warning: Before a client/prospect can use the Portal, you must activate it for him/her in the matter in Prevail, which initiates an invitation to the client/prospect, including login credentials.

Setup Instructions

This portion of the video will cover the Client Portal initial setup.

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Note: To deactivate a client’s/prospect’s access to the Portal, click the Portal Users drop-down button, and click on the Active user. In the window that displays, click the ‘Deactivate’ button.

Messaging in Client Portal, Document Exchange in Client Portal, Update Client Info in Client Portal, Client Portal Matter Status

Prevail 6-9 Upgrade Training Track:

Video 2: something

New User Training Track: