In order to access and setup your Client Portal (Client Area) please use your administration account:
Login URL: http://www.your-website.com/user
username: your@email.com
password: (your current password)
After that you can create user accounts for your clients, using the 'People' tool on your top administration menu bar
You will need to click '+ Add user' in People area, then enter the Full Name and Email for your client account, choose a random password for them (as 'client0101' - they will be able to change it when they first log in), and (VERY IMPORTANT!) choose 'client' for Roles (do not chose 'firm member', this is reserved for your company accounts, not for clients!)
Also, you can choose if you want to subscribe the client to your monthly 'New and Noteworthy' newsletter.
Then click 'Create New Account'.
After creating your client accounts, just send them an email with their login information (email/ initial password). They will be able to log in to your Client Area and use the Secure Messages system to send/receive private messages with or without secure file attachments (using Messages from top menu bar)
* The file attachments will remain secure on your server. Your clients will receive an email notification for each received message/attachment and they have to login in Client Area to get the messages or files.