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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.
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.
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Messaging in Client Portal, Document Exchange in Client Portal, Update Client Info in Client Portal, Client Portal Matter Status, Client Facing Training Instructions
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Video 4 5 - Download Case Files Using EREtrieve
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