Client portal · Mandate aufnehmen
Create a Client: Master Data Independent of Portal Access
Enlarge imageThe “Clients” page holds the master data of your mandates, independently of the client portal; in the image the form for a new client is open. You choose the type (private person, organization or authority), enter the name and optionally add email, phone, file number or reference and internal notes, and expand further details as needed. This keeps contact details and notes structured in one place. The note “Client portal not active” shows that no portal access can yet be granted in this image; via the buttons above you reach client chats, requests to clients, online appointments, the mandate inbox and the mandate marketplace.
To the feature: Client portal →Watch the video →
All recordings use fictional sample data – no real cases, people or file numbers. AI output can contain errors and does not replace legal advice.
