The articles in this section explain the client portal. Topics covered in this section include enabling the client portal, what your client will see, sharing items via the portal, and more! 

Client Portal / What will my client see?

What will my potential client see when I email them a consultation fee invoice directly?

When a case is closed, what does the active client experience?

What does an active Client see when a case is closed?

This article walks you through what your client sees after a comment is left on a shared item.

What will my client see when I add a comment?

This article walks you through what your client sees after a task is shared with them through MyCase.

What will my client see when I share a task?

This article walks you through what your client sees after an invoice is shared with them through MyCase.

What will my client see when I share an invoice with them?

This article walks you through what your client sees after an event is shared with them through MyCase.

What will my client see when I share an event?

This article shows what clients see when you send them an invoice reminder.

Invoice Reminders for Clients

You have the option to directly email an invoice from MyCase to your client's email inbox.

What will my client see when I email them an invoice directly?

This article walks you through what your client sees after you ENABLE their Client Portal.

What will my client see when I invite them to the portal?

This article walks you through what your client sees after a document is shared with them through MyCase.

What will my client see when I share a document?

You have the option to directly email an Intake Form from MyCase to your client's or potential client’s email inbox.

What will my client see when I email them an Intake Form?

Requesting Funds- What will my client see?

You have the option to directly email a document from MyCase to your client's or potential client's email inbox and request their signature.

What will my client see when I request an eSignature?

What will my client see?

Client Portal Guide for Clients [w/ VIDEO]

The MyCase Client Portal is a secure platform where you can share case details, billing information, and communicate with clients and contacts.

MyCase Client Portal Overview

What features and steps can I use to securely upload, share, and manage documents in MyCase?

Client Portal Guides

We have expanded the ability for enabling the Client Portal to allow you to invite clients while sharing certain items.

Enabling the Client Portal when sharing an Invoice, Document, or Event

This article will walk you through disabling MyCase access privileges for a client/contact in MyCase.

How do I disable MyCase access for a client/contact?

You can visit the contact details page to view the Client Portal activity for a client or contact in your 8am™ MyCase account.

How to view the Client Portal activity for a contact

The power feature of MyCase lies in the ability to provide your clients and contacts 24/7 access to selected case

How do I share information with clients and contacts?

If your client has forgotten their password, they can use the "Forgot Password" tool to reset it.

What if a client forgets their password?

This article will walk you through enabling MyCase access privileges for a client/contact in MyCase.

How do I enable MyCase access for a client/contact?

What web browser should I use to run MyCase's Client Portal?

How to Use the Client Portal

Schedule a Training

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