Client Online Portal URL is compromised or needs to be changed

Client Online Portal URL is compromised or needs to be changed

If a client portal URL (which includes an almost impossible to remember code word) is compromised (suspected to have fallen into wrong hands), simply delete the client portal url in Settings/Tools/Reports -> Client Online Portals and recreate another URL for the same client.  The old URL will cease to work.  
    • Related Articles

    • How to Make Online Invoice Payment Automatically via Client Portal

      CaseFox® offers automatic online payment functionality so that your clients can pay your invoices online. The payments are automatically recorded by CaseFox®. You may configure an online payment surcharge too if your agreement with your client allows ...
    • Receiving Payments From Clients Online

      To setup client online payments: 1. Create a PayPal account using one of your emails 2. Login to your CaseFox account 3. Click on Settings/Tools/Reports 4. Click on "Edit Business Info/Invoice Settings" link on the left panel 5. Scroll down to the ...
    • Setting Up Client Portals

      CaseFox® offers automatic online payment functionality so that your clients can pay your invoices online. The payments are automatically recorded by CaseFox®. You may configure an online payment surcharge too if your agreement with your client allows ...
    • Client Intake Form

      This feature is only available in the new UI. You may create or customize your own client intake form or contact us form and post the URL on your firm's website to enable visitors to send your queries. Submitted data will be available in your CaseFox ...
    • Invoice In Client's Currency

      CaseFox supports generating invoices in a client's currency if the client's currency is different from your firm's standard currency. This feature is useful for firms that cater to clients in foreign countries and if these clients require invoices in ...