Client portal
🔔Notifications & real-time updates
How you stay in sync without checking the portal constantly.
The notification bell
Top-right of every page. A red dot means unread notifications. Click it for the full drop-down of the last 20 events — status changes, new messages, documents received, meetings booked or canceled.
Delivery channels
- In-app — always on, instant via server-sent events
- Email — status changes, welcome messages, meeting confirmations
- SMS — critical items only (welcome, missed docs, meeting reminders)
Managing preferences
Profile → Notifications → toggle email or SMS individually. Turning off in-app notifications is not supported (the portal wouldn't work without them).