Overview of the Client Portal

The Client Portal provides a safe and secure way for people outside of AbacusLaw to be able to see AbacusLaw information. With Client Portal, you can share documents and invoices with your clients. Clients can even pay their bills online using Abacus Payment Exchange (APX).

Click here for help understanding how your clients use Client Portal.

Customers NOT on Abacus Private Cloud (APC) need to install the On Premise Remote API Service to be able to implement and use a Client Portal.

NOTE: The security and privacy policy for the Client Portal is provided by the firm. It is the responsibility of the firm to communicate their security and privacy policy to Client Portal users.

To use the Client Portal, follow these steps:

1. Configure the Client Portal for your firm. Configure your settings for the Client Portal, including defining what data to share. Then, you can customize the appearance of it to make the Client Portal your own.

2. Configuring Client Portal access. After you determine what data to share, you need to define who can see the data through the Client Portal.

3. Manually sharing records in the Client Portal. On an as-needed basis, you can change which records are shared for a name.

4. Notify your clients. Send sign in information to all your clients that now have Client Portal access.