Once a client signs in, their portal shows a summary of their work with your firm. This article describes what they see, so you know what to expect when you point someone to it.
The portal home
After logging in, the client sees a home page with a snapshot of anything outstanding, such as unpaid invoices, estimates waiting for a decision, or documents that need signing. From there, a menu leads to each area you've granted them. They only see menu items for the permissions you turned on, so the portal never looks cluttered with things that don't apply to them.
The main areas
| Area | What the client can do there |
|---|---|
| Invoices | View invoices, see what's paid and outstanding, download a copy, and pay online where you've enabled it. |
| Estimates and proposals | Review your quote, then accept or decline it, and leave a comment where allowed. |
| Contracts | Read the contract and sign it electronically, capturing the date, name and address for the record. |
| Projects or matters | Follow progress on the work, see shared files and, where you allow it, add their own comments or files. |
| Files | Open documents you've shared and upload documents you've asked for. |
| Support | Open a ticket or reply to one, keeping questions in one searchable place instead of scattered email. |
Their profile and details
Clients can update their own contact details and, if you allow it, manage the other contacts at their organization. This means an address change or a new phone number can come straight from the client rather than being relayed to you by email. You still see and control the underlying record, so nothing changes without being visible on your side.
Clients see only what belongs to them. There is no way for one client to view another client's invoices, files or matters. Each login is tied to a single client record.
What stays private to your firm
Plenty of your day to day work never appears in the portal. Internal notes, time entries you haven't billed, draft documents, staff tasks and anything you simply haven't shared all remain firm-only. A file or invoice appears to the client only once it's been shared or sent, so you stay in control of timing.
If you're unsure what a particular client can see, the quickest check is to ask a colleague to review the contact's permissions, or preview the portal yourself. What you don't switch on, they don't see.
Notifications
Clients are emailed when something needs their attention, such as a new invoice, a document to sign, or a reply on a ticket. Those emails link directly to the relevant page in the portal, so the client does not have to navigate to find it. The portal holds the full record; the email is the notification.