Client Portal Access
In RunSensible, a client portal can be created for a contact so the client can access information connected to their profile. Through the portal, the client can view items shared with them, such as matters, documents, forms, invoices, intake forms, and document requests. This gives the client a separate access area where they can review and manage the information shared by the firm without accessing the internal RunSensible system.
To check whether a client has a portal, go to the Contacts section from the left sidebar menu and open the client’s contact detail panel. In the contact panel, click the Client’s Portal button near the top-right side of the screen.
The panel that opens will show whether the contact already has an active portal or whether you need to invite them.
Client Portal Invitation
If the contact does not have an active portal, the Client’s Users Portal panel opens in invitation mode. In this view, the system asks for the client’s email address so a portal account can be created for them. The email field is usually filled with the email address saved in the contact’s profile. Before sending the invitation, make sure the email address is correct because the client will use it to access the portal. If the email address is missing or incorrect, you can update it from the contact’s Information tab, or you can change it directly in the email field shown in the portal invitation panel.
After confirming the correct email address, click Invite in the top-right corner of the panel. The system will send an invitation email to the client. This email includes a link that allows the client to activate or access their portal account.
Client Portal Registration
From the client’s side, the process begins with the invitation email. The client opens the email and clicks the activation link, such as Activate Account. After clicking the link, the client is redirected to the portal verification page.
On the verification page, the client must enter the same email address that received the invitation. The system then sends an OTP code to that email address. The client enters the OTP code to verify the account. Once the code is confirmed, the client portal becomes active and the client can access it.
If a portal account already exists for the same email address, the system may show a message saying that the account already exists. This means the client does not need to create a new portal account. Instead, they can click Go to Portal and sign in using the existing account connected to that email address.
Active Client Portal
If the contact already has an active client portal, clicking the Client’s Portal button opens the portal account management view. This panel shows the client’s portal profile information, including their name, email address, portal creation date, and current status.
If the status is Active, the client can sign in and use the portal. From this panel, you can also manage the portal account. The Deactivate button temporarily stops the client from accessing the portal without deleting the portal account. The Delete button removes the portal user record if it is no longer needed.
Client Portal Sign In
After the portal account is created, or if the client already has an account, the client can access the portal by going to https://portal.runsensible.com/. The client enters the email address connected to their portal account and continues with the sign-in process. The system sends a one-time passcode to the client’s email address. The client enters this code to verify their identity and access the portal.
Once signed in, the client is taken to the portal dashboard. The Client Portal Dashboard shows the information that the firm has shared with the client. From there, the client can view their profile area and access the available portal sections, such as Matters, Documents, Invoices, Intake Forms, and Document Requests.
In the Matters tab, the client can see the matters connected to their contact record. If there are no matters available, the table will show No Data. If matters are available, the client may see details such as the matter title, matter number, assigned lawyer, start date, close date, and current status.
The status displayed in the upper-right corner of each matter helps you quickly understand its current state. An Active status indicates that the matter is currently open and being worked on by your law firm. A Closed status indicates that the matter has been completed or closed. For closed matters, the Close Date is also displayed when available.
To access more information about a matter, click Open matter on the corresponding card. This allows you to view the details and information associated with that specific matter.
To add a document to the matter, click the Upload button at the top of the page. You can also upload files directly from the Matter Documents section by clicking Upload. Select the file you want to add from your device and follow the prompts to complete the upload.
Once uploaded, the document will appear in the Matter Documents section, where you can access files associated with the matter. This helps you securely share relevant documents with your law firm directly through the Client Portal.
To view a document without downloading it, click the Preview button next to the file. This allows you to review the document directly from the Client Portal. To save a copy of a document to your device, click Download next to the desired file. The document will be downloaded in its original file format.
The Intake Forms section displays any forms your law firm has shared with you for the selected matter. Click View all to access all intake forms, where you can review and complete any forms that require your attention.
The Intake Forms page displays questionnaires your law firm has sent you to complete. Each form includes information such as the form name, related matter, status, creation date, and completion date, making it easy to track your forms and their progress.
The Status column shows whether a form is Completed or Incomplete. The Creation Date indicates when the form was provided to you, while the Completed column shows the date you finished and submitted the form. If a form has not yet been completed, no completion date will appear.
For a completed form, click View to review the information you submitted. If a form is marked Incomplete, click Fill out to open the form, enter the required information, and complete it.
The Billing section provides a summary of the matter’s billing information, including the total billed, amount paid, and outstanding balance. Click Invoices to view the invoices associated with the matter and access additional billing details.
The Document Requests page helps you keep track of documents that law firm needs from the client. Each request shows the document name, related matter, current status, due date, and reminder details, so you can quickly see what still requires your attention.
If a request is marked Incomplete, the requested document has not yet been submitted. The Due column shows when the document should be provided, and the Reminder column indicates when you will receive a reminder before the deadline.
To submit a requested document, click Upload next to the request, select the appropriate file from your device, and complete the upload. Once submitted, the document will be available to your law firm through the Client Portal.
The Settings allows you to view your profile and contact information in the Client Portal. To access this page, select Settings from the left-hand menu.
In the Profile Photo section, click Upload photo to add or change your profile picture. You can upload a JPG or PNG image, and a square image is recommended for the best display. To delete your current profile picture, click Remove.
The Your Details section displays your name, email address, and phone number. These contact details are maintained by your law firm and cannot be edited directly from the Client Portal. If any information needs to be updated, contact your law firm to request the change.
