How to Enable the Client Portal

Any Admin user can enable the portal for your TimeSolv account. To do so, go to the Client / Settings page and look for the Client Portal settings section at the bottom of the page:

While enabling client portal from main settings there are two combo-boxes of ‘Time Visibility’ and ‘Expense Visibility’. Options contain, ‘All Entries’, ‘Billed only’ and ‘Not Visible’.

client_portal

If any option is selected other than ‘Not visible’ than two tabs are displayed in client portal of ‘Expense’ and ‘Time’ where customer can see his time and expense billing

client_portal2

*NOTE If the portal settings are not visible then you’ll need to contact TimeSolv support to have the portal added to your plan.

 

We’ll explain what the “Login required for Portal?” option means in the “Give access to the portal” knowledge base post.

Enable payments in the portal

To receive online payments from your customers, you need to setup one or more “Payment Profiles” in TimeSolv. These payment profiles allow you to connect to LawPay/AffiniPay and specify to which bank accounts the payments will be deposited. Note that LawPay and AffiniPay are just two branded versions of the same product. We’ll just use LawPay in this document.

Let’s take a simple example. Your firm has three separate bank accounts – Operating, Trust, and Retainer – and payments made for all clients/projects will go to one of these accounts. Let’s set this up in LawPay (we’re assuming you have already created an account with them).

Step 1: Configure your bank accounts in LawPay

Please contact LawPay for configuring your bank accounts.

Step 2: Authorize TimeSolv and get your secret key

Here is how you can authorize TimeSolv to receive payments from your clients and get your “Secret Key” for TimeSolv:

 

  1. Log in to your LawPay account.
  2. Click on down arrow on right of your name which is on top right corner.
  3. Click on “Settings”

law pay

 

4.  Click on “Developers” (top right under your name)

5.  Click on the “Authorize Application” button.

law pay2

 

6.  Choose TimeSolv from the drop down and click on the “Authorize Application” button.

law pay3

 

7.  Click on the “Show Credentials” link in the TimeSolv box above the “Authorize Application” button.

law pay4

 

8.  Copy the “Secret Key” value from “Live Credentials” tab.

law pay5

 

 

Step 3: Create your Payment Profile in TimeSolv

Click “Settings” option under “Payments” main menu and select the Bank Accounts tab. Click on Create Payment Profile for the account you’d like to connect to LawPay. You may connect as many accounts as you’d like to your LawPay.

Create payment profile

 

 

 

step3-2

 

 

Copy “Secret Key” from LawPay into “Private Key” input field. If the given key is correct and TimeSolv has access to your account, your merchant account(s), and ACH account(s) if configured, would be retrieved from LawPay and populated in drop down list for selection.

step3-3

 

 

When “Trust Accounting” is enabled you can also connect your trust account to your LawPay.

 

 

Give access to the portal

Portal access is given to Contacts in TimeSolv. Since a given Contact can be associated with many projects, access to the portal is granted either at the specific project level or can be granted at the client level for access to all projects within the client. Any user with “All Access” permissions can grant portal access to those clients and projects to which they are assigned.

To grant access, you can go to the Contacts tab for the specific client or project. You can also use the Contacts page from the main menu. Either way, find the contact and click the “Associations” link. From there, you can see which clients/projects the contact is associated with and allow portal access by selecting the “Has Portal Access?” check box (note that you can remove portal access by unselecting the same check box).

contact assoc

 

Here’s where the “Login required for Portal?” setting comes into play. You have two options when granting access:

  1. If “Login required for Portal?” is selected you must create a specific login for each contact (see below). When the login is created, an email with the credentials will be sent to the contact.
  2. If “Login required for Portal?” is not selected, the system will allow the contact to use a specific link to go directly into the portal without a login. The link is sent when portal access is assigned and is automatically included for each invoice or statement sent via email.  In this case, you do not need to create a specific login for the contact, but if you do that will override the automatic login and require the contact to enter those credentials.

To create a specific portal login, edit the contact and enter a login name and password (these will be emailed to the contact):

portal login

You can also remove portal access or resend their credentials from here as well:

revoke access

 

 

“Has Portal Access?” check box is also available on Edit Contact screen when coming from Client/Project Contacts tab.

client details

edit contact

 

Please note that “Has Portal Access?” check box is disabled for contacts not having a specific login when “Login Required for Portal?” is checked.

Creating Multiple Payment Profiles

You can create multiple payment profiles specifying different combinations of accounts for regular vs. trust/retainer payments. However, please note that once a payment profile has been used to make a payment, it cannot be deleted.

Client/Project specific Payment Profiles

“Firm Default” payment profile shall be used to receive payment from your clients for all of your Clients/Projects accessible via Client Portal. However, if you have more than one payment profile and want to specify some specific payment profile for a given Client and/or Project, you can select that payment profile on Client/Project General screen.

pmt profile1

 

pmt profile2