How-To Customize Client Portal

How-To Customize Client Portal



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      CampLegal dynamically creates the client questionnaire when PDF forms are assigned to members of the case. As a user assigns forms to a member of the case, the system automatically adds questions to questionnaire, the user does not have to do ...

    • Client Portal and Questionnaire

      Here's a quick recap of this feature: Client's email will be their login, and password can be reset within their Contact Details Page. Instructions Client Portal Submission Status is about the first step to the client portal, where the Client will ...

    • How to Give Access to the Client Portal

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    • Add New User To My Account

      To add a new user to your account. Please email support@camplegal.com the following information. User Details: Name (first/last): Email: Title: Receive Text Notifications (yes/no): User Role: Billing Role: User Roles: Admin - Access to everything. ...

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      An owner/admin of your account can add staff/users. Click on the drop-down icon next to your profile picture Click on Staff Select the User role and one of the Billing Roles CLICK HERE Related articlesPage: How to select User and Billing Roles Page: ...