Managing Clients

Adding a Client

Select Add Client from the menu and complete the required fields. Each client needs to be added individually — for joint applications, add each applicant separately before creating the case.

An invitation email is automatically sent to the client prompting them to sign in. Clients only need to be added once; their credentials are stored for future cases.

Sharing a Client

To share a client with another adviser in your organisation, press the three-dot menu next to the client’s name and select Share. Choose the adviser and optionally include a message.

Resending a Client Invitation

If a client hasn’t received their invitation or is having trouble signing in, go to Edit Case then Edit Applicant. Update the email address if needed, press Update Client, then Resend Invite.

Checking Whether a Client Has Signed In

The Last Signed In field on the case shows the date and time the client last accessed the portal, or Never if they haven’t yet.