How to Enable the Client Portal

Any Admin user can enable the portal for TimeSolv account. Click on Settings under Clients tab.   Look for the Client Portal settings section at the bottom of the page. Click on ‘Enable Portal’ checkbox.   Click Save.  

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 Read more

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 Read more

Sending Invoices Through Email

When invoice is sent on Email, it will appear as follows, both for automatic portal access and if there is login required for portal. For more information on portal access, please see Give access to the Portal.    

How to Receive Payments From LawPay Into Your Trust Account

How to Receive Payments From LawPay Into Your Trust Account: Click on Settings under the Clients tab.   Ensure Enable Portal? checkbox is enabled.   At the bottom of the General tab, under the Client Portal section, you can select what bank account you want to receive all portal payments Read more