The client portal

The client portal is the portal your client opens through the link in your email. There they see what you share with them and what you need from them — and nothing else.

The client portal: what is still needed, what has been shared with the client and the messages.

Logging in

1. The client opens the link from the email.
2. They choose Send me a code; the code arrives at the email address the link was sent to.
3. They enter the code and land in their portal.
4. To view shared documents a second code follows by SMS, if the office has set up secure viewing.

The link keeps working: the client does not have to request a new link every time. The codes are limited in number and validity — do not ask the client to request ten codes just before an appointment.

What the client sees

Part	Content
What we need from you	The checklist from the document request, with the status per item
Shared with you	Documents you share with them, in the secured viewer with their name as watermark
Messages	The messages exchanged with the office
Submitted	What they have already uploaded, with the status per item

At the top is a summary: 3 items still open or You have submitted everything. That way the client knows at once whether anything is still expected of them.

Submitting

1. Open an item from the checklist.
2. Choose the file or drag it into the box.
3. Check it and choose Submit.

The file goes to the office for review. The client sees Waiting for review until it has been approved. If something is rejected, they see the reason and can submit again.

On a phone

The client portal works on a phone in a single column. The table of contents becomes a collapsible overview, so the form stays readable.

The same portal on a phone: one column, with the overview as a collapsible panel.

What the client cannot do

• See documents that have not been shared with them.
• Approve their own submissions.
• Change the numbering or the folder structure.
• Get in through an expired or withdrawn link: the page then reports This link no longer works, and you request a new link.

If the client cannot receive an SMS code

Without a mobile number the client can still log in and submit documents, but cannot view shared documents. Add the number to the participant in the dataroom, or turn off secure viewing if that is not needed for this client.

One link per client

Use one permanent link per client instead of a new link per request. That way the client keeps a single overview of everything that is running for their matter.