CARET Legal’s Secure Client Portal allows:
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A firm to share documents with clients.
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Clients to share documents with the firm.
- The firm to send invoices with clients.
- Clients to pay their invoices with a credit card if the firm has a connected APX account.
*Note: When logged into the portal, they client/recipient can only download documents and/or invoices that have been explicitly share with them. They cannot access any other documents or parts of the matter.