...
To view this information and the entire informational video of the Client Portal, click the link below.
https://share.synthesia.io/4ab6d5fc-cd15-473b-b922-a39f5ae155d2 Video Link: Client Portal Setup and Use
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.
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.
...
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.
...
Pro-tip: Once the Client Portal has been setup for use, review the client-facing training for the client portal. This instructional video is meant to share with clients to answer their questions on the initial login and use of the portal, along with the benefits of using it.
Related articles
Messaging in Client Portal, Document Exchange in Client Portal, Update Client Info in Client Portal, Client Portal Matter Status, Client Facing Training Instructions
Prevail 6-9 Upgrade Training Plan:
Video 2: something33 - Download Case Files Using EREtrieve
Prevail 7-9 Upgrade Training Plan:
Video 17 - Download Case Files Using EREtrieve
Training Track for Prevail 8-9 Upgrade
Video 5 - Download Case Files Using EREtrieve
New User Training Plan:
Staff Training #2
...