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How Do I Access an Existing Client Portal?

Question:

  • How do I view a Client Portal?
  • How do I get to the Clio for Clients portal?
  • How do I find my Client Portal?

Environment:

  • Manage

Additional Information:

  • N/A

Answer:

  1. Navigate to Communications
  2. Select "Client Portals" on the top
  3. Click on "My client portals"
  4. Click "View" on the portal you are looking for
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