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What will my potential client see when I email them a consultation fee invoice directly?

We have expanded the ability for enabling the Client Portal to allow you to invite clients while sharing certain items.

Enabling the Client Portal when sharing an Invoice, Document or Event

When a case is closed, what does the active client experience?

What does an active Client see when a case is closed?

This article will walk you through disabling MyCase access privileges for a client/contact in MyCase.

How do I DISABLE MyCase Access for a Client/Contact?

To view the Client Portal activity for a client or contact in your MyCase account, visit their contact details page.

How to view the Client Portal activity for a contact

The power feature of MyCase lies in the ability to provide your clients and contacts 24/7 access to selected case

How do I share information with clients and contacts?

If your client has forgotten their password, they can use the "Forgot Password" tool to reset it.

What if a client forgets their password?

This article walks you through what your client sees after a comment is left on a shared item.

What will my client see when I add a comment?

This article will walk you through enabling MyCase access privileges for a client/contact in MyCase.

How do I ENABLE MyCase Access for a Client/Contact?

This article walks you through what your client sees after a task is shared with them through MyCase.

What will my client see when I share a task?

This article walks you through what your client sees after an invoice is shared with them through MyCase.

What will my client see when I share an invoice with them?

This article walks you through what your client sees after an event is shared with them through MyCase.

What will my client see when I share an event?

This article will show you what your client sees once you send them an invoice reminder.

Invoice Reminder: What does my client see?

You have the option to directly email an invoice from MyCase to your client's email inbox.

What will my client see when I email them an invoice directly?

This article walks you through what your client sees after you ENABLE their Client Portal.

What will my client see when I invite them to the portal?

This article walks you through what your client sees after a document is shared with them through MyCase.

What will my client see when I share a document?

Send this comprehensive PDF guide or video to your clients to help walk them through MyCase's Client Portal feature.

Client Portal Guide for Clients [w/ VIDEO]

The Client Portal is a secure environment for you to share case information, billing information, & communicate with clients & contacts.

MyCase Client Portal Overview [w/ VIDEO]

What web browser should I use for running MyCase's Client Portal?

You have the option to directly email an Intake Form from MyCase to your client's or potential client’s email inbox.

What will my client see when I email them an Intake Form?

Requesting Funds- What will my client see?

You have the option to directly email a document from MyCase to your client's or potential client's email inbox and request their signature.

What will my client see when I request an eSignature?

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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! 