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This page is currently under construction. Please check back for complete updates.

The SmartAdvocate Client Portal is a website that permits your firm to collaborate with your clients without requiring direct interaction with your staff. You can make documents, notes, and other information from SmartAdvocate available to clients, while clients can also upload information directly into their SmartAdvocate case file. No information from SmartAdvocate is automatically made available on the Client Portal; specific action is required by your or a staff member (for example, clicking on a checkbox marked "Share in Client Portal") in order for anything to be shared. (The only exceptions are appointments in which the client is a participant; these will automatically be visible to the client on the Portal.) Access to the Client Portal, what information is available, and how it appears, are governed by the Client Portal Administration page.
The Client Portal is an additional feature available to all SmartAdvocate clients, for more information on getting your Client Portal set up for your firm please reach out to your salesperson or support@smartadvocate.assist.com

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Your Case Timeline Cases List Top: Changes the color of the top section of the progress gauge.

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Feature Management

Feature Management allows you to choose whether certain features in Client Portal should be displayed or not.

Structure of this Page

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  1. Feature Name: The name of the feature to be displayed or hidden in the Client Portal. The options that can currently be hidden are Calendar/Activities, Client & Case Info, Contacts, Messages, Documents, Spare Time and Profile.

  2. Hidden: A checkbox indicating whether or not that feature has been hidden.

  3. #: An edit button allowing you to check a box to hide or display that feature.