Client Portal Overview

Modified on Mon, 4 Dec, 2023 at 8:33 PM

The Actionstep Client Portal is a powerful and free tool that helps law firms and organizations tackle communication and document sharing challenges with ease. It's thoughtfully designed with user-friendly features seamlessly integrated into the Actionstep system, offering a comprehensive solution for effectively managing all your legal matters. By utilizing the client portal, you can streamline document sharing and communication, enabling you to devote more time to delivering exceptional legal services to your valued clients.

Maximize the benefits of the client portal by following these tips for effective usage:

  • Simplify client communication: Use the all-in-one communication and matter management system to track down rogue emails and consolidate messages.

  • Secure client communications: Use the client portal's encrypted communication and document exchange platform to keep all parties safe.

  • Easily provide (limited) access: Customize permissions for users to control who can read, create, upload, or delete documents by folder. Limiting permissions to "upload only" allows several unrelated parties to upload documents to a central folder while retaining confidentiality.

  • Instant notifications: Set up built-in portal notifications to alert users each time a document has been uploaded or updated. Clients are always notified when a message or document is added to the client portal.

  • Collaborate in real-time: Use the secure chat feature to exchange messages in real-time with parties involved in the matter. 

 To fully leverage the power of the client portal, we recommend exploring our other articles that provide detailed instructions on how to enable and use the portal effectively. Our knowledge base covers topics such as setting up permissions, customizing client access, configuring notifications, and more. By taking advantage of these resources, you'll be able to maximize the efficiency and effectiveness of your document sharing and communication processes, enabling you to focus on delivering excellent legal services to your clients.

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