> ## Documentation Index
> Fetch the complete documentation index at: https://docs.matter-vault.com/llms.txt
> Use this file to discover all available pages before exploring further.

# The Client Portal

> Inviting clients and what they can see and do.

The portal is your client's window into their own case — a separate, secure space where they can follow progress, send you documents, and message your team. Clients sign in through their own portal login, never your workspace.

## At a Glance

<CardGroup cols={2}>
  <Card title="Separate Login" icon="right-to-bracket">
    Clients sign in through their own portal login, never your workspace.
  </Card>

  <Card title="Invite from the Case" icon="paper-plane">
    Send a magic-link invite from the case Overview.
  </Card>

  <Card title="Five Client Tabs" icon="table-columns">
    Overview, My Case, Documents, Messages, and Text Messages.
  </Card>

  <Card title="Plain-English Progress" icon="bars-progress">
    The same case stage you track, worded for the client.
  </Card>
</CardGroup>

## Inviting a Client

You invite a client from the **Client Portal** card on the PI case **Overview**.

<Steps>
  <Step title="Open the Client Portal card" icon="address-card">
    Find the **Client Portal** card on the PI case **Overview**.
  </Step>

  <Step title="Send the invite" icon="paper-plane">
    Click **Invite** (or **Invite All** when there are several clients) to send a magic-link email. If a client has no email on file, you will be prompted to add one first.
  </Step>

  <Step title="Track or re-send" icon="rotate-right">
    The card shows when the invite was sent and lets you re-send it.
  </Step>
</Steps>

## What Clients See

Once signed in, a client sees five tabs.

### Overview

Their case status, next steps, a place to send evidence, and their legal team.

<Frame caption="The client's Overview tab">
  <img src="https://mintcdn.com/layereightconsulting/1_fxzDRYBLLGQ1im/images/how-it-works/portal-overview.png?fit=max&auto=format&n=1_fxzDRYBLLGQ1im&q=85&s=1f1f4ebe94ce6f9d075a13432613ffae" alt="The client portal Overview tab" width="2880" height="2284" data-path="images/how-it-works/portal-overview.png" />
</Frame>

### My Case

A progress timeline, a "What We Need From You" list, recent updates, and a way to message the team.

<Frame caption="The client's My Case tab">
  <img src="https://mintcdn.com/layereightconsulting/1_fxzDRYBLLGQ1im/images/how-it-works/portal-my-case.png?fit=max&auto=format&n=1_fxzDRYBLLGQ1im&q=85&s=e51a25144e28051f5b16486df779d4bd" alt="The client portal My Case tab" width="2880" height="1800" data-path="images/how-it-works/portal-my-case.png" />
</Frame>

### Documents

Drag-and-drop upload of their own files, plus a read-only "Shared by your firm" section.

<Frame caption="The client's Documents tab">
  <img src="https://mintcdn.com/layereightconsulting/1_fxzDRYBLLGQ1im/images/how-it-works/portal-documents.png?fit=max&auto=format&n=1_fxzDRYBLLGQ1im&q=85&s=2c28cf6e3556441206eb93264a7ea39b" alt="The client portal Documents tab" width="2880" height="2406" data-path="images/how-it-works/portal-documents.png" />
</Frame>

### Messages

Two-way messaging with your firm.

<Frame caption="The client's Messages tab">
  <img src="https://mintcdn.com/layereightconsulting/1_fxzDRYBLLGQ1im/images/how-it-works/portal-messages.png?fit=max&auto=format&n=1_fxzDRYBLLGQ1im&q=85&s=a5a1a779ee59d3bd0dd93b5b75c5449a" alt="The client portal Messages tab" width="2880" height="1800" data-path="images/how-it-works/portal-messages.png" />
</Frame>

### Text Messages

Text-message intake.

<Frame caption="The client's Text Messages tab">
  <img src="https://mintcdn.com/layereightconsulting/1_fxzDRYBLLGQ1im/images/how-it-works/portal-text-messages.png?fit=max&auto=format&n=1_fxzDRYBLLGQ1im&q=85&s=5b6445efbb3c421df79f3a6bec7884b6" alt="The client portal Text Messages tab" width="2880" height="2806" data-path="images/how-it-works/portal-text-messages.png" />
</Frame>

## How Progress Is Shown

<AccordionGroup>
  <Accordion title="The client-facing progress timeline" icon="bars-progress">
    On **My Case**, the client sees a simplified progress timeline using plain-English phase names rather than internal terms: **Getting Started → Building Your Case → Demand Sent to Insurer → In Negotiation → In Litigation**. This is the same case stage you track internally, just worded for the client.
  </Accordion>
</AccordionGroup>