Portal features
When a client logs into the portal, they see a dashboard with their activity and links to each section available to them.
Portal navigation
The client portal sidebar shows:
| Section | What the client sees |
|---|---|
| Dashboard | Summary of open invoices, recent activity, announcements |
| Invoices | All invoices with status; pay button for unpaid ones |
| Proposals | Proposals awaiting their response; accepted/declined history |
| Contracts | Contracts to sign; signed history |
| Estimates | Fee estimates to approve or reject |
| Documents | Files you have shared with them |
| Firm Library | Published help articles |
| Profile | Their contact details and password change |
Invoices and payments
Clients see every invoice issued to them with its status (Unpaid, Partially Paid, Paid, Overdue).
For unpaid invoices, a Pay Now button appears if Stripe is configured.
Clicking Pay Now opens the payment form. The client enters card details and pays. The payment records automatically in CaseFlow.
Clients can also download invoice PDFs from this section.
Proposals
When you send a proposal, the client can view it in the portal (in addition to the email link). They can accept or decline from either place. The portal shows a history of all proposals with their status.
The client can tick or untick a proposal's optional lines only while the proposal can still be accepted. A choice made while the proposal is being changed, for example accepted or converted, waits for that change to finish. If the proposal can then no longer be accepted, or the change takes more than a few seconds, the page says so and nothing is saved.
Contracts and e-signatures
Contracts appear in the portal with a Sign button if unsigned. The client reads the contract, confirms their name and email, draws their signature, and submits. The signed contract is then available for download. A signed contract, or one in the trash, shows no Sign button and cannot be signed again. 
Estimates
If you send a fee estimate, the client sees it in the portal with Accept and Decline buttons. Accepting tells your firm the client agrees to proceed at that price. It creates an invoice only when the firm setting Auto convert the fee estimate to invoice after client accept is on, and then only once.
Past its expiry date, a fee estimate can no longer be accepted or declined. Before then, a client who declined can still accept. An accepted estimate cannot be accepted or declined again: it stays Accepted, even when your firm sends it again, until someone at your firm with delete permission uses More > Clear Signature.
The same holds for a fee estimate's optional lines: the client can tick or untick them only while the estimate can still be accepted, and a choice made while the estimate is being changed waits for that change to finish. If the estimate can then no longer be accepted, or the change takes more than a few seconds, the page says so and nothing is saved.
Once a fee estimate is accepted or invoiced, what the client accepted is locked for your firm too: its client, currency, line items, discount, adjustment, totals, terms and client note. Saving the fee estimate does not change them. The matter, billing address, dates, number, reference, sale agent, admin note and tags stay editable. 
Firm Library
If you have published knowledge base articles (internal articles are separate from published ones), clients can read them in the portal. Useful for FAQs like "How do I pay my invoice?" or "What are your office hours?"
Client self-service
From the portal, clients can:
- Update their own contact details (name, phone, email)
- Change their password
- View their payment history
- Download invoices and receipts
They can also upload files to you. On each matter, the portal settings you choose decide whether the client can add tasks, comment on them and attach files, upload files to the matter, and take part in its discussions. Clients cannot create matters, and the portal has no other messaging, so for anything else continue using email.