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Set Up the Client Portal

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What does this do for me?

Clients get a separate portal where they can view their matters, download documents, review invoices, pay online, submit forms, request appointments, and send messages to your firm.

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1. Grant portal access

  1. Open Clients.
  2. Select the client.
  3. Open Portal access.
  4. Choose Grant access.
  5. Enter the client’s email. Legal Hub sends an invitation to sign in.

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2. What clients see

After signing in at the Legal Hub sign-in page, client-only users are routed to the client portal. They see:
  • My Matters — matters the firm has made accessible, with detail pages showing linked documents and invoices.
  • Documents — documents the firm has marked as client-visible.
  • Invoices — accessible invoices with the option to pay online.
  • Forms — intake forms and other client-submittable forms.
  • Appointments — request appointments with the firm.
  • Messages — send and receive messages with firm staff.
  • Settings — update their preferences.

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3. Control document and matter visibility

  1. Open a matter and choose Portal settings.
  2. Toggle Visible in portal to make the matter and its linked documents and invoices visible.
  3. For individual documents, use the Client access settings.

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4. Client pays an invoice

Clients see a Pay button on accessible invoices. Payment is processed through Stripe. The payment record appears in the firm’s Payments screen.