---
title: "The Portal Experience – Lawyer vs. Client View"
url: "https://primalaw.productfruits.help/en/article/the-portal-experience-lawyer-vs-client-view"
language: "en"
last_updated: "2026-10-12T12:53:37.709Z"
---

# The Portal Experience – Lawyer vs. Client View

This article explains what attorneys control and what clients see inside the portal.

## Lawyer View (Inside Prima.Law)

From the Case Page, you control:

-   Checklist items
-   File uploads
-   USCIS receipts
-   Forms sharing
-   Notes sharing
-   Smart Interviews
-   Invoices (if enabled)

All portal content originates from the Case Page.

![](https://cdn-assets.productfruits.com/a57eadad-9c48-4af0-9261-ed2725a93848)  

## Client View (Inside the Portal)

Once logged in, the client sees:

![](https://cdn-assets.productfruits.com/625de88a-ff15-4950-8386-c6aec73e59a3)

### Case Selector

If multiple cases are shared, a dropdown at the top allows switching between cases.  

### 1\. Checklist

Clients can:

-   View required supporting documents.
-   Upload files to checklist items.
-   Download files you upload.
-   See which items are complete (crossed off).

Best practice:

-   When you review a document and approve it, click the circle to mark it complete.
-   This syncs instantly with the client portal.
-   Completed items are crossed off, reducing confusion.

![](https://cdn-assets.productfruits.com/9e07cf67-ab65-4c7b-8427-fa56075ad815)

### 2\. USCIS Tab

If you’ve added receipts in the case:

-   Clients can see receipt numbers.
-   They can view latest status updates.
-   They can use the receipt number to check USCIS status independently.

This reduces repetitive status inquiries.

![](https://cdn-assets.productfruits.com/69988ea1-0612-4c1d-a043-fdcdb61e0c4b)  

### 3\. Files Tab

If you upload files under the **Files** tab and click **Share**, clients can:

-   Preview
-   Download
-   Review documents

Files uploaded directly to checklist items are automatically visible in the checklist section.  
![](https://cdn-assets.productfruits.com/3d110aa7-346f-444e-9bcb-9af93dface20)

### 4\. Forms (Optional Sharing)

You can share forms from the **Forms or Smart Interviews** tab by clicking **Share**.

For individual forms you control:

-   View-only access
-   Editable access

Recommendation:

-   Avoid giving editing permissions.
-   Use Smart Interviews for structured data intake.
-   Use shared forms primarily for review and confirmation.

![](https://cdn-assets.productfruits.com/82ebe222-1500-4749-a6bd-0d675c30543e)

![](https://cdn-assets.productfruits.com/ef0eee81-467e-4112-921a-99260161de00)

### 5\. Billing (If PrimaPay+ Enabled)

If PrimaPay+ is active:

-   Clients can view invoices.
-   Pay invoices.
-   Manage payment plans.

If PrimaPay+ is not enabled:

-   Clients can view invoices.
-   They cannot process payments.

![](https://cdn-assets.productfruits.com/7bb93782-d7d1-4c31-ade9-a3d3ee64ecc8)

### 6\. Notes (Optional Sharing)

You can share notes from the Case Page:

1.  Open a note.
2.  Check the **Share in Client Portal** box.

Important:

-   Notes are informational only.
-   There is no back-and-forth messaging inside the portal.

![](https://cdn-assets.productfruits.com/bca2469f-dac7-43a8-a277-ce7558bf054d)

### 7\. Portal Settings

Clients can:

-   Change password
-   Log out

Your firm logo appears throughout the portal.