Client portal · Portal einrichten
Case file tab “Client & Portal”: decide per case what the client sees
Enlarge imageThe “Client & Portal” tab of a case file shows what your client sees for this case; you decide for each area individually whether it is visible. In the picture, the firm’s client portal is not yet switched on, so the page only shows what the portal would do for the case and leads via “Open portal settings” to the settings. Three benefits are named: clients upload documents themselves and the AI reads them only after your release, messages run in the secured area instead of by email, and for each document it is logged when it was opened through the portal. The firm decides on switching it on; clients see something only once you release it individually.
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.
