Setting Up the Client Portal

The client portal is enabled per organization. Once enabled, you can invite individual clients.

1. Go to Settings > Portal.
2. Toggle Portal Enabled to ON.
3. Your portal URL is displayed: e.g., portal.practicewings.com/yourfirm.
4. Click Save.

Make the portal look like your firm — not a generic tool. Clients should feel they're interacting with your brand.

1. In Settings > Portal, find the Branding section.
2. Upload your firm logo (recommended: 200×60px PNG with transparent background).
3. Set your primary brand color (used for buttons and accents).
4. Write a welcome message that greets clients when they log in.
5. Preview the portal and click Save Branding.

When a client sends a message through the portal, PracticeWings needs to know who on your team should receive it. There are four routing modes:

• All Enabled Users — Messages go to every team member who has portal messaging turned on.
• Specific Users — You choose a fixed list of recipients (e.g., your admin team).
• Client Owner — Messages are routed to whoever is set as the client's assigned partner.
• Role-Based — Messages go to all users with a specific role (e.g., all Managers).

1. In Settings > Portal, find the Portal Messaging Routing section.
2. Select your preferred routing mode.
3. If using Specific Users mode, add the recipients.
4. If using Role-Based mode, select the role.
5. Click Save.

• View and download their documents.
• Sign documents electronically.
• View and pay invoices online (requires payment processing setup).
• Send and receive messages with your team.
• Track the status of their active jobs.
• Complete document request checklists.
• Fill out questionnaires and provide information securely.