AffiniPay

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.

To view the Client Portal activity for a client or contact in your MyCase account, visit their contact details page.

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

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

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

Find answers and get help from Intercom Support and Community Experts

Track the progress of all tickets related to your company.

{assigneeName} needs more information from you