Setup guides and how-tos.

Set up your first client portal in ten minutes

End-to-end first-time setup: workspace configuration, the four-question scaffolder, branding, and sending the first magic-link invite.

How magic-link client access works

What clients see when they receive a magic-link invite, how the session lifecycle works, and how to reissue links if a client loses access.

How to import an existing client list

Bulk-import clients from a CSV, send invites in batch, and handle the common edge cases (duplicate emails, custom fields, partial imports).

How to onboard a client

The per-client checklist that takes a new client from 'just signed' to 'fully active in the portal' in under fifteen minutes.

What to do when a client can't get back into their portal

The three ways a client loses access to their portal and exactly how to get them back in. Covers expired sessions, consumed magic-links, and lost emails.

How to share large files with a client

File-upload limits, presigned-URL uploads, virus scanning, and how to handle clients who can't upload (and vice versa).

How to send an invoice from a portal

Building an invoice in the workspace, sending it to a client, and tracking payment through to settled status. Covers the invoice builder, PDF output, and webhook events.

How to use the AI client helper

What the client-portal AI helper does, how it grounds its answers, what it costs per query, and how to configure the per-workspace cap.

How to white-label your portal

Workspace branding versus per-client branding, the custom domain setup, and how to make the portal look like your firm, not a third-party SaaS.