EstateMin

Learn how to invite a client to their Client Portal, resend an invite, and include a questionnaire.

How to Invite Your Client to their Client Portal

Learn how to change the email your client uses to sign in to their Client Portal, and why editing the contact in Clio does not change it.

How to Change a Client's Portal Sign-In Email

Learn how to customize the introduction text for each Client Portal step and add your own message to the Get Started step.

How to Customize Client Portal Content

Learn how to try the Client Portal yourself, using a separate email address, before you invite your clients.

How to Test the Client Portal Before Inviting Clients

Learn how to choose how often client and lead portal reminder emails are sent and when they stop, for your whole firm.

How to Set How Often Reminder Emails Are Sent

See how your client attaches files in the Client Portal, including on items your firm added and documents you have requested.

How Your Client Uploads Files in the Client Portal

Learn how to review and approve what your client submits in the Client Portal, item by item, including files, questionnaires, people, assets, debts and expenses.

Reviewing Client-Submitted Files, People, Assets, Debts, and Expenses

See which people on a matter can be invited to the Client Portal, by matter type, and what they need before you can send an invite.

Who Can Be Invited to the Client Portal

Learn when your firm and your clients receive email notifications about portal activity.

Get Notifications When a Client Submits Information to the Estate

Learn how to turn automated login and step completion reminders on or off per matter, how often they are sent, and where to see reminder history.

How to Configure Client Reminders

Learn how to customize the colors, font, and logo of your firm's Client Portal from Settings in EstateMin.

How to Customize Client Portal Branding

For firms: invite clients to the portal, review their submissions, and manage reminders and notifications.

Client Portal — Firm Guide

Firm Login

Client Login

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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