What’s new
ImprovedA Client Portal that makes the next action clear
The Client Portal home now has three clear places: Your cases, Needs you, and Recent activity. The same priorities carry into each Case, so unread Messages, Document Requests, Draft Reviews, upcoming Key Dates, and unpaid Invoices appear in one consistent list.
Each Case now leads with its current progress and latest Status Update. Section badges show what is waiting, and Clients can dismiss the latest update from the overview without removing it from the Case history.
If one section cannot load, the rest of the portal stays usable and the affected section offers a retry. Stale offline data repairs itself automatically, and Messages keep the conversation and compose box from overlapping while a Client scrolls.