How to sign up:
You can sign up for MyChapter by visiting Account Settings > Pricing Plans and upgrading to the Pro+ or Whoa Plan.
If you are on the Pro Basic Plan, you can also purchase MyChapter as an Add-On tool in Account Settings > Billing & Pricing Plans > Add-On Tools.
Next you can go to Account Settings > Integrations > MyChapter: Client Portal to add in a custom welcome message and your firm's logo to be included on the welcome screen sent to your clients. This message and logo will generate in the welcome screen of MyChapter.
When selecting the contact you'd like to receive notifications for the client portal, select an email from the dropdown.
If you'd like to enter an email that is not in the dropdown (such as a group email), make sure the dropdown is set to "Select" before entering the custom email in the field below.
Next you can select which sections you would like to be included or omitted and you can also add custom instructions for each section too.
View additional information on MyChapter HERE!