Introduction

This guide explains how to use Portal when working with your firm. It covers what you can do, what benefits you can expect, how security works, and what information is not exposed during collaboration.

What Portal is (and why your firm is using it)

Portal is a secure, white-labeled workspace where your firm can share selected resources with you in one place. Instead of long email threads and scattered attachments, Portal keeps the work organized and permissioned.

Benefits you can expect

Faster collaboration: Fewer back-and-forth emails and fewer “which version is correct?” moments.
Clear visibility: You see exactly what your firm shared with you, in a single space.
Secure access: Your access is controlled and can be revoked immediately.
Self-serve where appropriate: Your firm may publish workflows or knowledge resources so you can get answers and outputs faster.

What you can do in Portal

Depending on what your firm shares with you, you may be able to:

Access shared files and resources
Collaborate on shared tabular reviews in real time
Browse shared organization databases (Org DBs) and use the Assistant within Portal to search and ask questions over content your firm has explicitly shared
Run shared workflows that your firm has published for you

Important: You only see what your firm explicitly shares with you.

How to use Portal (step-by-step)

Open your invitation email and select the Portal link.
Sign in with the email address your firm invited.
Review the Portal homepage to see what your firm shared.
Open a shared resource (for example, a workflow or a tabular review).
If available, use Assistant to ask questions about shared content.

Security and access controls

Portal access is permissioned and enforced through your firm’s sharing settings.

How access is controlled

Access is invitation-only.
Permissions are item-specific. Access is not automatically inherited.
If your firm removes your access or unshares a resource, access is revoked immediately.

Authentication

You sign in with email and password.
Your firm may require multi-factor authentication (MFA)

What is and is not exposed during collaboration

Portal is designed to support secure collaboration while protecting your firm’s internal work and intellectual property.

What is exposed to you

The resources your firm explicitly shares with you (files, workflows, tabular reviews, Org DBs).
Outputs of workflows you run.
The Portal experience branded to your firm.

Note: Uploaded documents and workflow-generated documents may be private to the specific client user who created them.

What is not exposed to you

Your firm’s internal resources that have not been explicitly shared.
Any firm-side editing or management controls for resources.
Underlying workflow prompts, rules, or logic. Portal supports workflow IP protections, but the exact behavior is nuanced and can depend on how the workflow is published and what is shared.
Assistant capabilities outside the shared content. In Portal, Assistant context is restricted to what your firm shared.

Current limitations (what to expect)

External client users have restricted capabilities compared to internal firm users.

Common limitations include:

You may only be able to upload files in your private project area.
You may see a reduced set of Assistant tools and UI actions, and answers are limited to the content your firm shared..
You will not see firm-side management settings.
Mobile app access may not be available for Portal guest users.