Client Actions allow your firm to assign tasks for clients to complete within the Client Portal. These actions help streamline communication and ensure clients complete required steps such as providing information, signing documents, or submitting files.
When a Client Action is created, the client will see the task when they log in to the Client Portal, allowing them to review the request and complete the required action.
Note: See below for details on who will receive notifications. Clients will receive weekly reminder notifications until the action is completed.
Client Actions
A Client Action is a general task assigned to a client through the Client Portal. This can be used to request information or prompt the client to complete a specific task.
Examples may include:
Updating personal information
Reviewing a document
Once assigned, the client will see the action when they log into the Client Portal.
Pay Invoice
The Pay Invoice client action is used to notify a client that an invoice requires payment.
When this action is created:
The client will be able to view the associated invoice and submit payment.
Firms can use this action to ensure projects do not move forward until payment is received.
Form Submission
A Form Submission action allows you to request that a client complete and submit a form through the Client Portal.
When the form is submitted by the client:
The submission is recorded in Firm360.
Your team can review the responses directly from the client record.
Document Request
A Document Request allows you to request files from a client through the Client Portal.
When this action is created:
The client will be notified that documents are required.
The client can upload the requested files directly through the portal.
Uploaded documents will appear in the client’s Documents section.
Adding Client Actions within a Project Template
1. To add a new client action to a project template, navigate to the project template, scroll down to the Client Actions section of the template and click the Add button in the right corner.
Complete the Add Client Action form:
Fill in a title to explain the action needed. For example, 'Book an Appointment with our office'.
Choose the appropriate Create on status from the dropdown list.
The client action will appear on the portal as a To-Do for the client to complete based on the 'Create on status' selection.
Select the type of Client action from the dropdown list:
Forms must be created within the "Forms" section in "Customizations".
(Optional) Then, specify the Days to Complete, meaning how many days the client has to complete the action from the start date of the project.
(Optional) The last field is a 'link' field where you can directly link a web address for the client to use to complete the action.
Use case - you can specify a calendar link for the client to schedule an appointment with you.
Finally, click Save.
REMINDER: Your client will be notified when you set up the client action initially and then will be reminded Monday via email until they complete the action item.
There is an ability to assign client actions in bulk as well! Follow the steps below
1. Select the global Clients tab
2. Select the clients you wish to send client actions to and click the gear
3. Select Bulk Create Client Action
4. Complete the title, date, and link sections of the client action
5. Select Save
Pay Invoice as a Client Action
You can ask your client to pay an invoice as a client action. You do so by going to the client profile. This client action does NOT appear within a project template. Follow the steps below to add a pay invoice client action.
1. Navigate to Tasks withing a specific client
2. Select Client Actions
3. Select Add
4. Select Pay Invoice
In the Title field give the client direction to pay their outstanding balance, select the specific invoice you would like them to pay, you have the option to associate the invoice with a specific project, then click Save.
The request to Pay Invoice will now appear as a client action in the client's Client Portal. Once the client clicks View, they will automatically be directed to the Invoices tab where they can pay their outstanding balance.
Example of the initial email notification to the client for document request and form submission:
After the client completes the form they will receive a confirmation email.
Example below: