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Client Portal Updates 09/07/2021


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We are making excellent progress on our client portal. Soon we'll be posting some login credentials for you to check out the progress.

Client Portal Feature List:

Updated: 09/07/2021

Claim Status - Implemented

Client account creation and login - Implemented

Client Contact information updating - Implemented

Dashboard - Implemented

Events - Implemented

Client File Uploading - Implemented

Intake and Client Forms - Implemented

Firm Portal Announcements - Implemented

Note sharing - Implemented

Admin interface - Implemented (Portal announcement panel)

*Client notifications - Pending






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  • Admin changed the title to Client Portal Updates 08/14/2021
  • Admin pinned this topic
  • Admin changed the title to Client Portal Updates 09/07/2021

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