How-To Enable Client Portal

How-To Enable Client Portal



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    • How to Give Access to the Client Portal

      A staff member can give access and take away access to the Client Portal at any time (when creating the client or later in the process). The key to giving access to the Client Portal is to Enable access within the Client’s Profile. Instructions Go to ...

    • How-To Why Use The Client Portal?

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    • Retrieve/Activate A Deleted Record

      If you recently deleted a client and are wanting to activate them again, follow the steps below: Instructions Go to Contacts People Deleted Drill into the Contact and activate the Contact again Related articles Page: Form Error 500: Unable to Open ...

    • How to Create a Client Questionnaire

      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 ...

    • How-To Customize Client Portal

      CLICK TO LEARN HOW Related articles Page: Form Error 500: Unable to Open Form Page: How to send an Intake Page: How to create Invoices and link Payments to QuickBooks Page: Error uploading a Document Page: How to select User and Billing Roles