Branded web portals where end-users can access custom libraries of legal apps and view / edit data pulled from your Workbase.
Before you start building your own Client Portal, take a tour of a portal from the end-user's perspective:
Your Portal is comprised of Apps and Database Connections. This article will walk you through the process of configuring your Client Portal.
Learn about the two methods of creating new user accounts (manual and auto sign up), how to create test accounts, and how to edit existing accounts.
This is the unique ID associated with each Client Portal user. This is a relatively advanced feature that allows you to do such things as ensure that a user only views their own data in the Database Connection.