Client portal

Your firm has created your account and emailed you a one-time link. Click it to activate your portal and sign in, and here is what to do if the link has expired.

Send your client a secure sign-in link so they can log in to their own branded portal and see their requests, invoices and documents.

Get a one-click sign-in link emailed to you when you would rather not type a password, plus what to do if the link does not arrive.

A plain tour of your client's portal, so you know exactly what they can see and do once you invite them.

Add a password for faster sign-in, change the one you have from Account settings, or reset a forgotten password from the sign-in page.

Pick a service from your firm's catalogue, fill in the short guided form, attach any documents you have, and send the request in one step.

Read the progress stepper and the coloured status labels on a request so you always know whose turn it is and what, if anything, you need to do.

When your firm asks you for paperwork inside a request, you will see an amber Documents requested card. Here is how to read what is needed and send the files back.

Every request has a conversation thread. Here is how to send a message to your firm and attach a file to your reply.

A quotation is a priced offer from your firm. Here is how to read it, accept it, and sign it. As soon as you accept, an invoice is issued so you can pay and get started.

If a quotation is not right for you, you can decline it. Here is how, what happens after, and how to get it back if you declined by mistake.

If a quotation link says the link is not valid, the quote has usually expired or been withdrawn. Here is what each case means and how to get a fresh one.