Help Center
Client Portal

Client Portal Overview

The Clasp client portal gives clients a dedicated workspace to stay informed about their case, communicate with the firm, and complete actions like reviewing documents and signing forms — without email threads or phone tag.

What clients can do

Clients can view case updates, access shared documents, complete intake forms, sign documents, make payments, and message the firm securely. All portal activity is recorded inside the case, so you always have a record of what the client sees and when they interact with it.

How access works

Each client accesses their portal through a unique invitation link. Clients do not need a Clasp account — they log in through a secure link tied to their case. You control who receives access and what they can view inside the portal.

Note: The client portal is separate from the main Clasp workspace. Clients only see what you explicitly share with them. Nothing on the case is visible in the portal until you choose to share it.

Tip: Send a portal invite directly from the case page using the Send Portal Invite button.

  • Invite a Client to Their Portal

  • What Clients Can See and Do

  • Manage Portal Access

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