Client Portal (2024)

Professional Undertaking

I have undertaken to represent you only in connection with the Matter and not undertaken to represent you in connection with any other dispute or issue. Although I or anyone I may collaborate with, will endeavor to represent your interests vigorously and efficiently, we cannot guarantee success in any given case. You acknowledge that Dixon Turnbull has made no promises or guarantees concerning the outcome of the Matter, and nothing in this agreement, or in any prior discussions I may have had, can be construed as such a promise or guarantee.

Client Responsibility

You acknowledge that our performance depends, in part, upon:

  • Our prompt receipt of documentation, information, authorization, and instructions from you;
  • Your prompt review and execution of documents; and
  • Your cooperation in general.

You therefore agree to cooperate with the firm:

  • In the investigation, preparation, and execution of the Matter;
  • By providing us with all requested documents and information;
  • In disclosing truthfully and fully all facts and information;
  • In keeping us advised of all developments relating to the Matter; and
  • By attending meetings and other proceedings upon request.

Termination and Cancellation

You may terminate my representation at any time. However, in a litigation matter, your desire to obtain a new attorney is subject to court approval. The court may not grant the substitution of counsel or agree to delay the proceeding to provide you time to obtain a new attorney.

If your advance payment has been exhausted at the time of the discontinuance, you will not receive a refund of the retainer. I have the same right if I determine that my representation becomes unfeasible for any reason, subject to reasonable notice for you to arrange other counsel, in compliance with the District of Columbia Rules of Professional Conduct. Upon termination, files shall be turned over to you upon payment of all fees and Expenses, as set forth above.

Post Engagement Matters

After completion of the matter, changes may occur in the applicable laws or regulations that could have an impact upon your future rights and liabilities. Unless you engage us after completion of the matter to provide additional advice on issues arising from the matter, the firm has no continuing obligation to advise you with respect to future legal developments.

Client Portal (2024)

FAQs

Client Portal? ›

Client portals are used by organizations to provide a professional service, communicate securely, and collaborate with customers, teams, partners, or community members. Users are granted permission to view, edit, share and collaborate only on documents and tasks that are relevant to them.

What does a client portal do? ›

Client portals are used by organizations to provide a professional service, communicate securely, and collaborate with customers, teams, partners, or community members. Users are granted permission to view, edit, share and collaborate only on documents and tasks that are relevant to them.

What is the best client portal? ›

Client portal software comparison chart
SoftwareStarting priceFree trial
Zendesk$55 per agent/month (billed annually)14 days
Ideagen HuddleContact Ideagen30 days
Zoho Creator$8 per user/month (billed annually)15 days
Copilot$29 per internal user/month (billed annually)14 days
11 more rows
Mar 21, 2024

How do you create a client portal? ›

How to Create a Client Portal in Just 5 Steps
  1. Identify goals and purpose. ...
  2. Select a no-code portal builder for your business needs. ...
  3. Customize your customer portals in just 3 min. ...
  4. Integrate with your apps. ...
  5. Connect your customer portal with your website.

What is the difference between client portal and customer portal? ›

Typically, these portals are accessible via a web browser or mobile app. Client portals, also called customer portals, rely on client portal software, which gives clients the ability to securely log in and access information, files, and services online.

What are portals used for? ›

Portals typically offer such services as Web searching, news, reference tools, access to online shopping venues, and communications capabilities including e-mail and chat rooms.

Why use a customer portal? ›

Customer portals provide a secure way for companies to connect with their customers and enable them to self-serve. Customers use these portals to manage their accounts, retrieve and pay invoices, track orders, access technical support and documentation, and much more.

What to call a client portal? ›

Many businesses name their client portals "portal", "clientportal", or "my".

How much does a customer portal cost? ›

A customer portal app usually costs about $37,500 to build. However, the total cost can be as low as $25,000 or as high as $50,000.

Does Google have a client portal? ›

Go beyond just creating files and sharing their links. Turn a Google Drive client portal into one work hub for the entire project cycle. Get feedback, edit files and deliver results.

What do you need to do to start using the customer portal? ›

Enable contacts to use your portal.
  1. Enable Your Customer Portal.
  2. Creating Multiple Customer Portals.
  3. Enable Customer Portal Login and Settings.
Mar 18, 2024

How can I create my own portal? ›

  1. Identify the Goals and Purpose.
  2. Perform Market Research.
  3. Finalize the Features to Integrate.
  4. Choose a Development Partner.
  5. Design the UI/UX.
  6. Develop Your Custom Portal.
  7. Test and Launch Your Web Portal.
Jan 1, 2024

Does Quickbooks offer a client portal? ›

Organize all your client-side communication and assets with a Quickbooks client portal. Give your clients and employees a secure way to access and manage their information in a professional and sleek portal web app.

What makes a good client portal? ›

Key features of a client portal include secure login, document sharing, messaging capabilities, real-time updates, task management, and integration with other business tools. These features help streamline communication and improve client satisfaction.

What is an online client portal? ›

A client portal is an electronic gateway to a collection of digital files, services, and information, accessible over the Internet through a web browser.

Does Microsoft have a customer portal? ›

The Customer portal helps organizations that run Microsoft Dynamics 365 Supply Chain Management enhance this integration and more effectively keep their customers informed.

What is the purpose of the service portal? ›

Service Portal offers an end-to-end service delivery platform, enabling users to request, manage, and track their service requests from anywhere on any device. Additionally, Service Portal offers powerful, customizable features to ensure that service requests are handled quickly and efficiently.

What is the purpose of a business portal? ›

Streamline business operations: Businesses can use portals to automate processes, manage workflows, and share important documents, which can lead to increased efficiency and reduced administrative overhead.

What is the purpose of client side? ›

In web development, 'client side' refers to everything in a web application that is displayed or takes place on the client (end user device). This includes what the user sees, such as text, images, and the rest of the UI, along with any actions that an application performs within the user's browser.

What is the purpose of a client profile? ›

A customer profile is a document that contains key information about your ideal customer. You can use it as a strategy guide to creating personalised experiences. Each profile should contain customer pain points, interests, buying patterns, demographic data, motivations, interaction history and more.

References

Top Articles
Latest Posts
Article information

Author: Rev. Leonie Wyman

Last Updated:

Views: 6699

Rating: 4.9 / 5 (79 voted)

Reviews: 94% of readers found this page helpful

Author information

Name: Rev. Leonie Wyman

Birthday: 1993-07-01

Address: Suite 763 6272 Lang Bypass, New Xochitlport, VT 72704-3308

Phone: +22014484519944

Job: Banking Officer

Hobby: Sailing, Gaming, Basketball, Calligraphy, Mycology, Astronomy, Juggling

Introduction: My name is Rev. Leonie Wyman, I am a colorful, tasty, splendid, fair, witty, gorgeous, splendid person who loves writing and wants to share my knowledge and understanding with you.