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Client Portal

The Client Portal is a secure, dedicated web interface for your clients. It gives them visibility into their case progress, allows them to upload documents, complete forms, sign contracts electronically, and pay invoices — all without needing to email your office.

This chapter describes the portal from the client's perspective, so you can help clients navigate it confidently.

1. How Clients Access the Portal​

Invitation​

When you enable portal access for a client, CaseBright sends an invitation email with:

  • A unique portal link for your firm's portal
  • Instructions to set their password

Login​

Clients navigate to your firm's portal URL (e.g., portal.yourfirm.com) and log in with the email and password they set.

Forgot password​

A Forgot Password link is available on the portal login page. Clients receive a reset link via email.

2. Portal Dashboard​

After logging in, clients land on their Dashboard, which shows:

  • A summary of their active cases
  • Pending action items (forms to complete, documents to upload, signatures needed)
  • Recent activity on their matters

3. My Cases​

The Cases section shows all cases the client is linked to. For each case, they can see:

  • The case name and current status
  • Overall progress (e.g., "Being Processed")
  • Steps to complete (visible steps only — you control what's visible)

Case detail​

Clicking a case opens a detailed view showing:

  • Current status and progress
  • A list of visible steps with their statuses
  • Pending actions (documents to upload, forms to fill, etc.)

4. Tasks (Client Action Items)​

The Tasks section surfaces all pending items the client needs to act on:

  • Documents to upload
  • Forms to complete
  • Contracts to review and sign
  • Payments to make

This is the most important section for clients — direct them here first.

5. Forms​

The Forms section shows any questionnaires or intake forms your firm has sent to the client. Clients:

  1. Click the form to open it.
  2. Fill in all required fields.
  3. Click Submit.

Submitted forms are visible to your team immediately in the case record (see Forms).

6. Documents​

The Documents section shows:

  • Documents your firm has shared with the client (contracts, notices, etc.)
  • Document upload requests — specific files the client needs to provide

Uploading a requested document​

  1. Find the document request in the list.
  2. Click Upload.
  3. Select the file from their device.
  4. The upload appears in the case record immediately.

7. E-Signatures​

When a contract or agreement requires the client's signature, it appears in their Signatures (or e-signature step) queue.

  1. Open the signature request.
  2. Review the document.
  3. Click Sign Here at each signature field.
  4. Complete the signing process.
  5. A signed copy is automatically saved to the case.

8. Invoices​

The Invoices section shows all invoices your firm has sent to the client.

For each invoice the client can see:

  • Description of fees
  • Total amount
  • Amount paid to date
  • Payment due date
  • Outstanding balance

Making a payment​

If online payment is configured for your firm:

  1. Open the invoice.
  2. Click Pay Now.
  3. Enter payment details (credit card, ACH, etc.).
  4. Confirm payment.

Payment confirmation is recorded in CaseBright automatically.

9. Calendar​

The client's Calendar shows upcoming appointments, due dates, and scheduled milestones relevant to their cases.

10. Notifications​

The client receives in-portal notifications when:

  • A new form is available to complete
  • A document request is added
  • Their case status changes
  • An invoice is sent
  • A message from the firm is received

Clients can also set email notification preferences in their portal profile settings.

11. Profile Settings​

Clients can manage their own profile in the portal:

  • Update their email and phone number
  • Change their password
  • Set notification preferences

12. Helping Clients Get Started​

When onboarding a new client to the portal, recommend this sequence:

  1. Check their email for the invitation and set a password.
  2. Log in and review their case status.
  3. Go to Tasks — complete any pending forms or document uploads.
  4. Check Invoices — review any outstanding fees.
  5. Bookmark the portal URL for future access.

If a client is having trouble accessing the portal, you can:

  • Resend the invitation from their Client Profile → Portal Access → Resend Invite.
  • Reset their portal password on their behalf from the same menu.
  • Temporarily disable portal access if needed, then re-enable it to trigger a fresh invitation.