As the professional we understand you may need to help clients navigate their portal and it helps to see it exactly as they see it. To do this, whilst in the matter dashboard click on Disclosure in the left-hand menu then Review client portal Any documents uploaded by the client, will be ava
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We're here to help.
Contact us to assist you with your enquiry at email@example.com or via our website.
To see this working, head to your live site.
Your client can easily upload their disclosure documents in our secure client portal and are guided by our task list.
The Client and their Portal
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