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Updated: May 29, 2022
Who Receives Notifications For Documents or Photos Uploaded to the Client Portal by the Client? Who Receives the Notifications When a Client Uses Their Client ...
The Client Portal link will be sent to the client's email. The client will be able to access the link and create a new password.
Client Communication: Track emails from clients, text clients, and provide a client portal. Tasks: Assign tasks and complete them with case plans and ...
Case Status is the easiest and most secure way to update clients and automate communication through a firm-branded mobile app and text messaging.
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