You decide exactly what a client sees in the portal. Case details, hearings, and invoices for their matter are shown, while internal information stays private — and you control documents on a file-by-file basis.
Show or hide a document
Open the case and go to its documents.
For each document, set whether it's visible to client or hidden from client.
🖼️ Image slot — A document row with the "Visible to client" / "Hidden from client" control.
Always private
Internal notes are never shown to clients.
Your firm's other cases are never visible.
Documents marked as hidden are never accessible in the portal.
By default, treat documents as internal and share only what the client needs.