How to Enable the Client Portal
Go to the Matter and click on any specific client in your system.
Enable the Client Portal Access option.
The client will receive an email invitation to log in.
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Overview
The Client Portal is a secure online space where clients can view updates about their case. Functionality:- Clients can view tasks, download shared documents, see matter details, and check invoices or payments. Use:- It helps clients stay informed ...
How can a client pay invoices
The client logs in to their Client Portal. They go to the Billing or Invoices section. They open the invoice and click Pay Now
How to share documents with the client
Open MatterSuite and go to the Documents section. Click Files Only and choose the document you want to share. Click the three dots next to the file and select Share. Pick your client from the list and click Save.
How to access reports in Mattersuite.
Overview:- MatterSuite’s custom reports make it easy to understand how your firm is performing, all in one place. You can quickly see updates on matters, clients, team activity, tasks, and events using simple date-based filters. Time and expense ...
Getting Started: How to Register in MatterSuite
Follow these essential steps to register your account in MatterSuite. Completing the setup process will allow you to access your workspace and begin using the platform. Go to the - www.mattersuite.com Click on Get Started. Enter your working email ...