The Client Portal case page gives a quick glance at the registration status of the client’s assigned to that case, and is where registration for the client can be initiated. Registration can also be done automatically through Automated Procedures or in mass through Case Browse.
Structure of This Page
Plaintiff Name: The name of the client.
Token Active: A check to indicate if the token is active.
Token Expired: A check to indicate if the token has expired.
Registration Attempts: The number of attempts made by the client to register for the portal.
Registration Email: The client's email address, taken from their contact card. The registration invitation will be sent to this address.
Token Issued Date: The date this client's registration token was issued.
Token Used Date: The date this client's registration token was used to register for the client portal.
Bad Login Attempts: The number of unsuccessful attempts the client has made to log into the Client Portal. After a set number of unsuccessful attempts, the client will be locked out of the Portal.
User Activated: A check to indicate if the client has activated their token to access the Client Portal.
User Enabled: A check to indicate if the client's login to the Client Portal is currently enabled.
User Locked: A checkbox to indicate if the client is locked out of the Client Portal.
Last IP Address: The IP address from which the client last logged into the Client Portal.
Last Login Date: The date on which the client last logged into the Client Portal.
User Name: The client's user name for access to the Client Portal (usually the client's email address).
Using This Page
This page is utilized by right clicking on the row of a client. The options in this menu are listed below:
Invite to Client Portal: This send an invite to the primary email address listed on the client’s contact card. In order to register the client must have at least the last 4 digits of their social security number entered on their contact card.
Send Password Reset E-Mail: Send an email to the client allowing them to reset their password.
Login as User: Allows you to login and preview the Client Portal as the client.
Disable Client Portal Access: Disables access to the client portal for the selected client.
Enable Client Portal Access: Allows you to enable access to client portal after it has been disabled.
If a firm switches from server to cloud the client portal URL will change, which will prevent their clients from accessing the client portal.