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Available on Edge and above. Requires the clientPortal entitlement. The client portal lets you deliver documents to clients securely. Clients do not need a Largence account.
1

Open a document

Navigate to the document you want to share.
2

Click Share via portal

Open the portal link creation panel.
3

Select access type

Choose the permission level for this link.
4

Configure settings

Set an expiry date, maximum views, or leave open. Click Create link.
![Screenshot: Portal link creation panel showing access type options]

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Access types

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Resource packs

Bundle multiple documents into one portal link. Set a primary document and attach additional resources. The client sees all items in a single portal session.
  • Expiry date: link stops working after the set date
  • Maximum views: link deactivates after the view count is reached
  • Revoke: immediately disable an active link
  • Reissue: create a new link with the same settings

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Activity tracking

The portal hub shows who viewed each document and when. Open Portal activity on the document or client record to review access logs.

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Share via WhatsApp

From the portal hub, click Share via WhatsApp to send the portal link directly to the client’s phone number.

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Portal chat

Clients can message your firm from the portal without a Largence account. Portal messages appear in Channels under the portal thread for that client and in the portal conversation view.

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What the client sees

Clients open links at portal.largence.com. The experience is firm-branded. No Largence account is required.
Clients who receive a portal link do not create a Largence account. Their access is scoped to exactly what the link permits.
![Screenshot: Client view at portal.largence.com]

Signatures

E-signing workflows for portal and internal use.

Channels

Portal threads and firm messaging.