The Client Portal Subscription Module is designed for firms specialising in client engagement work and allows for document sharing associated with matter summary field updates. e.g. Personal Injury and Property.
Typically, a firm would setup the Client with login details and the Client Entity and Matter Folios with the suitable web access permissions.
Please see this recording that explains Client Portal in depth.
Note: You must have the administrative rights to be able to set up the Client Portal authorised users and have the Client Portal module license.
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