The Client Portal provides a safe and secure way for people outside of AbacusLaw to be able to see AbacusLaw information. While you probably do not want outside people having full access to your AbacusLaw information, there may be times when you would like to be able to share information with them. For example, you might want to let your clients access their bills directly, or you might want to confer with a client about a document draft. The Client Portal makes sharing information easier, saving you and your clients time and energy.
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:
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.
Configuring Client Portal access. After you determine what data to share, you need to define who can see the data through the Client Portal.
Manually sharing records in the Client Portal. On an as-needed basis, you can change which records are shared for a name.
Notify your clients. Send sign in information to all your clients that now have Client Portal access.