Give clients a secure self-service portal to view documents, approve work, and pay invoices.
Clients access the portal at your subdomain (e.g. portal.yourfirm.com). From the portal they can:
Send a portal invite from the contact's profile. The client receives an email with a secure one-time link to set their portal password. You can revoke or reset access at any time from Settings → Client Portal.
The portal supports a click-to-accept acknowledgment (checkbox + accept button) plus an optional signature pad. Signature data is stored with a timestamp and shown in the engagement's audit trail.
On Enterprise plan, you can use a custom domain for the portal and apply your firm's logo and brand colors. Go to Settings → Branding to configure.