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Dakota Martin

Dakota Martin

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Info

https://support.actionstep.com/support/solutions/articles/150000097610-client-portal-overview in Actionstep Help Center

 

Hands-on

 

  • Setup a Client Portal in a matter with yourself as the portal participant.

 

  • Send messages via the Client Portal in Actionstep system.

 

  • Send messages via the Client Portal from the Client Portal access.

 

  • Upload documents via the Client Portal from the Client Portal access.

 

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