Add New Client Portal

Request and track your Client Portal Setup Requests in one place.

Email Password

Welcome

Click continue to set up your Claim Expert Client Portal account.

Set your password

Welcome to the Claim Expert Client Portal. Choose a password to finish setting up your account.

New password Confirm password

New Client Portal Setup Request

Drop the details below and we'll build a base, then customise it with you.

Client name

Programme name

Go-live date — min. 10 working days out

Services — select 1 to 3

Choose between 1 and 3 services.

Client logos — up to 5

Client CI manual

Clients

Edit a client's company, email them a password-reset link, or remove them. Deleting a client also deletes their Client Portal Setup Requests and uploaded files.

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Add a client

They'll get an email invite with a secure link to set their password and sign in. Their account can only see its own Client Portal Setup Requests.

Client email Company name (optional)

Invite link — send this to the client (WhatsApp, email, etc.)

Configure services

Set the services clients can choose from (up to 6). Leave a box blank to remove it.

Delete Client Portal Setup Request

This permanently deletes and all of its uploaded files. This cannot be undone.

Type DELETE below to confirm.

Your Client Portal Setup Requests

Track your Client Portal Setup Requests, or submit a new one with the New Client Portal Setup Request button.

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Client Portal Setup Requests

All incoming Client Portal Setup Requests across clients.

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Email log

Every email the portal has sent, with live delivery status from the email gateway. Statuses update as the gateway reports them — click Refresh to pull the latest.

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