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Client Portal

Client Portal

Owned by Dakota Martin
Last updated: Mar 21, 2024
1 min read

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

 

Hands-on

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.

 

Continue to Matter Customization & Automation =>

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