> ## Documentation Index
> Fetch the complete documentation index at: https://docs.largence.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Client portal

> Share documents with clients via secure portal links without requiring a Largence account.

**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.

## Create a portal link

<Steps>
  <Step title="Open a document">Navigate to the document you want to share.</Step>
  <Step title="Click Share via portal">Open the portal link creation panel.</Step>
  <Step title="Select access type">Choose the permission level for this link.</Step>

  <Step title="Configure settings">
    Set an expiry date, maximum views, or leave open. Click **Create link**.
  </Step>
</Steps>

!\[Screenshot: Portal link creation panel showing access type options]

## Access types

| Access type       | What the client can do            |
| ----------------- | --------------------------------- |
| View only         | Read the document in the browser  |
| View and download | Read and download a copy          |
| View and comment  | Read and leave comments           |
| Sign              | Read and sign electronically      |
| Full access       | View, download, comment, and sign |

## 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.

## Link settings

* **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

## 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.

## Share via WhatsApp

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

## 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.

## What the client sees

Clients open links at `portal.largence.com`. The experience is firm-branded. No Largence account is required.

<Note>
  Clients who receive a portal link do not create a Largence account. Their access is scoped to
  exactly what the link permits.
</Note>

!\[Screenshot: Client view at portal.largence.com]

<CardGroup cols={2}>
  <Card title="Signatures" icon="pen" href="/practice-management/signatures">
    E-signing workflows for portal and internal use.
  </Card>

  <Card title="Channels" icon="messages" href="/apps/channels">
    Portal threads and firm messaging.
  </Card>
</CardGroup>