Overview

Docketwise's client portal enables you to collaborate securely with your clients via their own portal in Docketwise.

Contents

  1. Inviting Your Client to their Client Portal

  2. Sharing Tasks, Forms, and More

  3. Add the Client Portal to Your Website

  4. Disabling Portal Access

  5. Reviewing a Client Portal

  6. Auto-Sharing to the Client Portal


Inviting Your Client to their Portal

To give your client access to their portal, follow these steps:

  1. From your dashboard, click on the Contacts tab

  2. Find your client and click on them

  3. From your client page, click on the Portal tab

  4. You will see a switch that says "Allow Portal Access". Turn it on

Your client will receive an email that asks them to set their password and then directs them to their portal. From thereon, your client can login to their portal anytime by navigating to client.docketwise.com.


Sharing Tasks, Forms, and More

You can share the following resources in Docketwise with your clients via their portal:

  • Tasks: Navigate to the task that you want to share and click "Share to Portal". Then select the portal to which you want to share the task. Your client will be able to see and check off the task from their portal.

    • For a step-by-step guide on sharing and un-sharing Tasks, you can click here.

  • Smart Forms: Navigate to the Forms tab, select the smart forms that you want to share and the click "More Actions". Select "Share to Portal".

    • For a step-by-step guide on sharing and un-sharing Smart Forms, you can click here.

  • Invoices: Navigate to the invoice you want to share, click the three-dots next to the invoice and click "Share to Portal". Your client will be able to download the invoice from their portal and, if you have a LawPay integration, they will be able to pay the invoice from their portal via credit card.

    • For a step-by-step guide on sharing and un-sharing Invoices, you can click here.

  • Files: Navigate to the Files tab, select the files that you want to share, click "More Actions" and then "Share to Portal". Your clients can download the files from their portal and also upload files to the portal, which will be available in your files tab.

    • For a step-by-step guide on sharing and un-sharing Files, you can click here.

  • USCIS Receipts: Navigate to the Matter to which you've saved the receipt and click on the Case Tracking tab. Click the portal icon next to the receipt and select the portal to which you want to share the receipt. You client will be able to see the receipt, description and status from their portal. They'll also be able to click on the status to navigate to the USCIS status page.

    • For a step-by-step guide on sharing and un-sharing Tasks, you can click here.


Add the Client Portal to Your Website

We've made it easy to add a button that opens up the Client Portal login page right from your firm's website, so clients can find it easily. Just copy and paste the code snippet below where ever you would like to include the link on your firm's website:

<a href="https://client.docketwise.com/c/sign_in">Immigration Software Portal</a>


Disabling Portal Access

You can always disable portal access so that your client can no longer access their portal. To do this, you will need to follow the steps below:

  • Navigate to your client's overview page

  • Click the Portal tab

  • Click the Preview Portal button

  • Toggle the Allow Portal Access slider bar to off


Reviewing a Client Portal

You can easily review your client's Client Portal, as though you were the client, via your client's Client Portal tab. To do this, you will need to follow the steps below:

  • Navigate to your client's overview page

  • Click the Portal tab

  • Click the Preview Portal button


Auto-Sharing to the Client Portal

You can choose to automatically share any newly created resources to a Client's Portal.

These options can be set either across your entire firm for all contacts and/or at the individual level for each Client.

Firm-Level Portal Settings

To set your portal auto-sharing across the firm-level for all contacts, you will need to follow the steps below:

  1. Navigate to Settings > Portal Settings

  2. Check the boxes for resources that you would like to be auto-share to the Client Portal upon creation across your entire firm's contacts

  3. Click the Save Changes button

Individual-Level Portal Settings

To set your portal auto-sharing for a specific contact's Client Portal, you will need to follow the steps below:

  1. Navigate to the Contact Overview Page for whom you would like to update the settings for portal auto-sharing

  2. Click the Portal tab

  3. Check the boxes for resources that you would like to be auto-share to the Client Portal upon creation for this specific Contact in Docketwise

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