Client Portal Management
Send messages, assign tasks, approve documents, and manage client case stages.
📍 Case Stage
This is what the client sees on their portal as their current status.
✅ Saved💬 Send Message to Client
Messages will appear here
📁 Approve Documents for Client
Documents you approve will appear in the client's portal for download. Internal documents and unapproved documents are never shown to clients.
No client documents on file. Upload a document first from the Documents section.
📝 Assign Questionnaire
✅ Assigned
✅ Assign Action Item
✅ Assigned
🔍 Add Fact to Confirm
✅ Added
💳 Create Payment Request
✅ Created
📅 Schedule Appointment
✅ Scheduled
📋 Client Responses
No responses yet.