Log into the Client Portal

To access the Client Portal, you will need to give your clients the Client Portal URL to enter into their browser. This is determined by the location where the Client Portal was installed.

Important To futureproof the design of the portal, there is an option to switch between case, conveyancing and debts portals to enable future development for different case types.

To log in:

1. Enter the Client Portal URL into your browser. For example, http://<your firm’s website>/client portal/. However, depending on your installation, this may be different. If you are unsure, then please check with Advanced.
2. When the Log in screen opens, type the Username and Password (which will be automatically emailed by ALB once an online access account has been created) and click Sign in.

Fig. Login screen



• If your client has the Debts and/or Conveyancing starter packs or agenda module, then they will be prompted to select the desired portal before proceeding by clicking View my case.

Fig. Case Type Selection screen



3. When the Client Portal home page is displayed, the logged in user is shown in the top right. From the home page you can:
• Search for a matter
• Produce a report (Debts only)

Fig. Debts Search screen

To log out:

1. On the Client Portal navigation bar, click Signed in as <name> and then click Sign Out from the drop-down menu.

Fig. Sign out