What Clients Can See and Do

The client portal gives clients a focused view of their case. They can only see what you explicitly share — nothing else from your workspace is visible to them.

What clients can do in the portal

Clients with portal access can:

• Access documents you've shared with them

• Review and sign documents

• Make payments

• Send and receive messages with the firm

What clients cannot see

Clients cannot see internal notes, tasks, billing details, other contacts on the case, or anything you have not explicitly shared with them. Your workspace remains fully private.

Note: All portal activity is recorded in the case timeline, so you always have a record of what the client has seen or done.

Tip: Share documents selectively from the case Documents tab — not all uploaded files are automatically visible to the client.

Related: Client Portal Overview · Invite a Client to Their Portal · Manage Portal Access