Inviting your client to the Client Portal gives your firm and your client a secure place to exchange information. Your client can provide estate details and send you documents you have requested, your firm can share documents back to them, and you can ask them to complete a questionnaire.
For security reasons, a client cannot log in unless they have first been invited. If someone attempts to sign in without an invitation, no login email will be sent.
Follow the steps below to invite a client for the first time or resend an invitation if needed.
🔐 Before You Begin
To send an invite, make sure:
The client is added to the Estate Overview
They must be listed as an Executor or Administrator (Probate/Trust Administration) or a Client (Estate Planning). See Who Can Be Invited to the Client Portal.
The email added here is the email that will receive the invitation.
The email cannot already belong to an EstateMin user, such as your own sign-in email. If it does, the invite cannot be sent. See Who Can Be Invited to the Client Portal for how to fix this.
✉️ How to Send a Client Portal Invitation
Open the estate matter in EstateMin.
In the left panel, click Client portals.
Click Invite a client.
Click Send Invite next to the person you want to invite.
In the Confirm Invite window, check the email address, then choose whether to include a questionnaire from the Questionnaire list.
Click Confirm.
Your client will receive an email containing:
A link to the Client Portal sign-in page
Instructions for first-time access
📝 Adding a Questionnaire to the Invitation
The Confirm Invite window lets you attach a questionnaire so it is waiting for your client the first time they sign in. From the Questionnaire list you can:
Select No questionnaire if you do not want to send one.
Select any published questionnaire.
Select Create a new questionnaire to build one now.
Attaching a questionnaire at this point does not send a second email, because the invitation itself covers it. You can also assign a questionnaire later, and there is no need to attach one now to be able to add one afterwards. See How to Add a Questionnaire to a Client Portal.
🔔 Checking Client Reminders Before You Invite
Client Reminders are automated emails that nudge a client who has not signed in or who has incomplete steps. They are switched on by default for every matter, but no reminder emails are sent until you send the invite. Sending the invitation is what starts the reminder schedule.
To check or change reminders before inviting a client:
In the left panel, click Client portals, then click the Portal Settings dropdown at the top right.
Click Client reminders.
Check or uncheck Login reminders and Step completion reminders as needed.
Click Save.
For the full detail, see How to Configure Client Reminders. To change how often reminders are sent across your firm, see How to Set How Often Reminder Emails Are Sent.
🔁 How to Resend a Client Portal Invite
If a client has been invited but has not yet logged in, EstateMin allows you to resend the invitation.
On the matter, click Client portals in the left panel.
Locate the client in the list.
If they have never logged in, a Resend Invite button will appear.
Click Resend Invite to immediately send a new portal email.
You can also view the Last Sent Date to confirm when the most recent invitation was issued.
Resending does not change the reminder schedule. Automated reminders run from the date the invitation was first sent. See How to Configure Client Reminders.
✏️ Changing the Email a Client Signs In With
How you change the email depends on whether the client has been invited yet.
Before the invite is sent: update the email on the person in the People table. The invitation goes to the email saved there.
After the invite is sent: in the left panel, click Client portals, select the client's name, then click Change portal email. See How to Change a Client's Portal Sign-In Email.
🔗 Direct Login to Client Portal
Clients may access the login page at any time using:
(They must still have been invited before they can successfully sign in.)
💡 Good to Know
On Estate Planning matters, a portal can only be created for a person with the Client role, and a matter can have at most two clients. New Estate Planning portals open with the Family and Loved Ones and Decision-Makers steps. See Estate Planning Matters in EstateMin.
A client must be invited and signed in before they can see anything your firm shares with them. Until they sign in, documents you share on a key file are not visible to them.
Once a client has been invited, sharing a document with them sends an email letting them know it is waiting. They will see it in the portal marked Needs review.
Assigning a questionnaire to a client who has already been invited also emails them, so you do not need to chase them separately.
Client Reminders being switched on does not mean your client is receiving emails. Nothing is sent until you send the invite.
If a matter came from a converted lead, the prospective client already has a portal and does not need an invitation. See How to Convert a Lead to a Matter.
To try the portal yourself before inviting clients, see How to Test the Client Portal Before Inviting Clients.
💬 Need Help?
Use the chat bubble in the lower-right corner of EstateMin or email [email protected] for support.