268 results for "client portal"

• Share Documents, Invoices, and Events With Clients

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  4. For Law Firms
  The option to send an invoice through the client portal requires a client portal on the matter before you send the invoice
  October 09, 2026 23:30

• Message Clients in Clio for Clients

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  menu next to Go to client portal holds tools for tracking and recording your correspondence. A client portal stays open once
  September 27, 2022 15:13

• Assign Tasks to Clients

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  select the client. For a portal participant, the form confirms that the client can complete the task in the portal. Optional:
  October 09, 2026 23:39

• Send Bills to Clients

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  bills. If your clients have active client portals, you can use the toggle in the Send to client portal section to send
  October 01, 2022 20:17

• Mobile App: Communications

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  Note: You cannot create new client portals from the mobile app, but you can respond to client portal messages from the Inbox
  October 02, 2022 03:20

• Set Up Clio for Clients

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  4. For Law Firms
  Control client sign-in below. Manage portal participants Participants are contacts with access to a client portal. When
  September 22, 2022 21:41 -1 votes -1

• Share Documents

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  Share documents via the client portal You can share documents with your clients via the client portal. In Clio Manage, go
  April 28, 2023 17:52

• Pay Bills and Trust Requests Online

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  article is for clients of law firms that use Clio Payments. If you are a firm user recording a payment on a client's behalf, see
  January 27, 2023 16:00

• Multi-Client Matters in Clio Manage and Clio Grow

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  you create a new client portal for a matter with multiple clients, Clio will add all clients to the portal. This ensures every
  February 19, 2026 17:06

• Secure Payment Links and QR Codes

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  You can the share the link with your client by text messaging, the client portal or sending by email. Once payment is received
  October 01, 2022 20:46