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Client Portal / What will my client see?
The articles in this section explain the client portal. Topics covered in this section include enabling the client portal, what your client will see, sharing items via the portal, and more!
CCWhat web browser should I use for running MyCase's Client Portal?
How do I ENABLE MyCase Access for a Client/Contact?
What if a client forgets their password?
How do I share information with clients and contacts?
How to view the Client Portal activity for a contact
How do I DISABLE MyCase Access for a Client/Contact?
Enabling the Client Portal when sharing an Invoice, Document or Event
What will my client see when I request an eSignature?
Requesting Funds- What will my client see?
What will my client see when I email them an Intake Form?
What will my client see when I share a document?
What will my client see when I invite them to the portal?
What will my client see when I email them an invoice directly?
Invoice Reminder: What does my client see?
What will my client see when I share an event?
What will my client see when I share an invoice with them?
What will my client see when I share a task?
What will my client see when I add a comment?
What does an active Client see when a case is closed?
What will my potential client see when I email them a consultation fee invoice directly?