Choose what Clients can use in the portal

Firm owners can set Calendar and Draft Review defaults under Settings → Portal, then override either setting for an individual Case.

Keep a surface available to the Firm while hiding it from Clients. When it is visible, Calendar can be view-only and Draft Review can accept comments without allowing marked-up uploads. Turn a surface off entirely and its tabs, links, and Client actions go away.

Ordinary Firm document uploads now stay internal. Clients see documents they uploaded and files tied to Document Requests assigned to them.