The Client Portal is a communication tool in Firm Central® that allows you and your clients to share documents, forms, and messages in a secure environment. One of the main benefits is the secure mode of communication via email, and it's easy for your clients to access and use.
How do I access Dubsado client portal?
https://www.youtube.com/watch?v=8s3LJihVqRM
How do I activate client portal?
You must activate your account before you can see the document you've been sent. Fill in your details, then click “Activate account”. You'll be granted access to the document you've been sent! Simply enter your Email address and Password you used to activate your account, and click “LogIn”.
How do you access the client portal in simple practice?
You can check this by looking at the email address listed on their client Overview page > Edit > Client Portal tab. From the client's perspective, we also offer best practice tips to help make their experience as seamless as possible.
Is PracticePanther cloud-based?
About PracticePanther Legal Software The system is offered as a cloud-based solution and is both Mac and PC compatible. PracticePanther offers mobile apps for iOS and Android users, allowing users to access the system remotely and sync data across multiple devices.
What is a first year associate?
A first-year associate is an entry level attorney who typically specializes in one area of law. Entry-level and first-year associates perform a variety of tasks under heavy supervision and should be familiar with standard legal concepts and procedures.
How does Smokeball work?
Smokeball is a complete cloud-based legal productivity software to automatically record time for you, allowing you to increase your firm's profitability and productivity by over 30%. Whether you bill hourly, fixed fee, or on contingency, Smokeball provides you the insights you need to run a more profitable law firm.
Is Litify cloud-based?
Litify as a Solution Litify is more than a cloud-based platform for law firms—it's an innovative management solution. Customers have access to an online portal with on-demand courses on how to use the platform effectively, and are paired with a dedicated Litify support manager.
Is Trialworks cloud-based?
Trialworks is available in two ways: locally on your network, or hosted by our cloud, with each offering its own advantages.
What does practice Panther do?
PracticePanther is a part of Paradigm, which offers a suite of legal software solutions that help lawyers manage, automate and grow their firms. Law practice & case management software., Legal billing., Time tracking., CRM, Easy, user friendly, intuitive., Safe and secure.
Is Smokeball cloud-based?
Smokeball is a hybrid desktop and cloud-based law practice management software for law firms who run on Windows. Its robust document and automation features are tightly integrated with Microsoft Word and Outlook.