E-Training*: Client Portal Setup and Use

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.

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.

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.
1. You will see a list of the clients from the current matter, along with the current Portal invite status:
  1. Uninvited
  2. Pending
  3. Active
Click on an Uninvited Client to send the Portal invitation to their email address.
1. 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. This allows the 'Add Conversations' and 'Add Documents' buttons on the Portal tab to become active.

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.

Pro tip: You may also save the client's password by attaching the invite email to their History Tab, and send their existing password to them, or resend the original email.

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.

Client Facing Portal Training

Messaging in Client Portal, Document Exchange in Client Portal, Update Client Info in Client Portal, Client Portal Matter Status, Client Facing Training Instructions