MatterFirst Academy

Client Portal Setup

Configure your client portal, set visibility rules, and enable online payments for your clients.

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Beginner 40 min 4 lessons

Lessons

4 lessons in this path

1 What clients see Walk the read-only portal preview to experience the portal the way your clients do. 8 min
2 Branding your portal Set your logo, colours, welcome message and (optionally) a custom domain. 10 min
3 Document sharing Share documents by requesting uploads and letting clients upload — no visibility toggle. 10 min
4 Forms and payments Public intake forms feed your lead pipeline; portal invoices are paid via Stripe Checkout. 12 min

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Book a guided onboarding session and our team will walk you through setup, answer your questions, and configure MatterFirst for your practice.

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