How To View Client Portal Dashboard
Login to the Client Portal.
If you have two factor authentication enabled, you will need to enter the authentication code.
Click "Sign In" button.
You will be redirected to the Client Portal Dashboard page.
Under the My Client section, you can:
View Client Name
View Client Organization
Click "Change Client" button which you can use to select another client if you have access to multiple clients.
Under the My Client Manager section, you can:
View Client Manager name
View Client Manager email
Under Recent Open Invoices section, you can:
View All Client's Outstanding Invoices
View Invoice by clicking "View Invoice" button in Actions column.
Pay Invoice by clicking "Pay Now" button in Actions column.
Note: The law firm must have Law Pay enabled in the ZenCase application for the "Pay Now" button to display.
Click "View All" button which will navigate you to Invoices list.
Under Recent Closed Invoices section, you can:
View All Client's Paid Invoices
View Invoice by clicking "View Invoice" button in Actions column.
Click "View All" button which will navigate you to Invoices list.
Under Recent Payments section you can:
View All Client's Payments
Click "View all" button which will navigate you to Payments list.
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