The client's case in the portal

Updated in 5.20.43

A client signed in to the portal sees his own case: its details, the next hearing, the fee agreement to sign, the invoices to pay, and a place to send his documents to his lawyer.

Where

Client portal › a case

Who

The client's contacts who sign in to the portal, for the cases shared with them.

On the case in the portal, the Your case card shows the case details and the Next hearing. The fee agreement is there to Read and sign, and the invoices of the case to View and pay.

Under Your documents the client chooses a file and presses Send document.

The file is added to the case's documents, marked From the client, and the lawyer sees it on the Case tab.

Until the lawyer fills the case details, the card says so; until a hearing is set, it says that no hearing is set yet.

Questions

Where is “The client's case in the portal” in Zyntra OS?

Client portal › a case

Who can use “The client's case in the portal”?

The client's contacts who sign in to the portal, for the cases shared with them.