Using the Mobile Portal App

Updated Feb 23rd, 2026

Who is this guide for?

Case Workers

This guide will take you through our Mobile Portal App

The Mobile app is the mobile version of the web portal. To learn more about the mobile app, please contact our support team.

Making the Client Web enabled

To Create Credentials for the Client you then go into Case management area > Clients > Client portal > Enable client access then click save. The client will then get an email attaching the log in details for the mobile portal.

Making the Matter Web Enabled

To make the matter web‑enabled, go to the Case Management area, select the three dots in the Details panel, choose Edit Matter, tick the Publish checkbox, and then click Save.

Using the Mobile App

The Client will have the Log in details so will log in using the details provided.

you can also log in as an associate.

Notifications within the app

The client can receive Notifications within the app, this can be Workflow updates, Document Updates and Message Updates.

These are managed by the hamburger menu icon on the top left corner of the screen. In that screen you can enable Remember me and also Touch ID which works for Touch and Face ID when logging in.