Client Portal
Manage the client-facing portal experience.
- Client Portal OverviewThe 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…
- Invite a Client to Their PortalTo give a client access to their portal, you send them an invite directly from their case.
- What Clients Can See and DoThe client portal gives clients a focused view of their case.
- Manage Portal AccessAfter inviting a client to their portal, you can manage their access at any time — including resending their invite, updating what they can see, or revoking access entirely.
- Revoke Portal AccessIf a client should no longer have access to their portal — for example, if the case is closed or the client relationship has ended — you can revoke their access directly from the case.