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.
Client Action
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.
Notifications
Notifications related to Client Actions depend on the type of request and the contact settings within the client record.
If Client Portal access notifications are enabled in the Edit Contact page, both the Primary and Spouse contacts will receive notifications.
For Document Requests within a Project Template, notifications are automatically sent to the Primary contact.
For signature requests using RightSignature templates, you can select the Primary or Billing contact to receive the request.
Note: Only one signer can be selected when sending a signature request through a template.
Adding Client Actions
To add a Client Action for this specific client click on the + Add button in the upper right corner and select Client Action.
Fill in a title to explain the action needed. For example, 'Book an Appointment with our office'.
For the Form Submission, the form must be previously created in the Customizations -> Forms. Choose the Form and Project (if applicable) and include a message.
Once the Form Submission has been completed by the client it will automatically be marked as Done in the client actions.
For the Document Request, chose the Contact. Document Requests sent this way will need to be sent one at a time. Include a Project (if applicable), a Title (required) and a Message.
Client Action Notifications