Clients and the client portal
Clients lists everyone you file for: the owners named on the marks in your Portfolio. For each client you can choose who in your team handles them, and invite the client to their own portal, where they follow their marks, read what you share, message you and approve oppositions.
Who handles a client
Open a client and choose Take this client, or, as an owner, pick anyone in your team under Handled by. The person who handles a client gets that client's messages and answers first, by email and in the Nishaan app, and the client sees their name in the portal. When nobody handles a client, the firm's owners get them.
On the Clients list, Mine shows only the clients you handle. A member can take a client or let one go; only an owner can give a client to someone else.
Inviting a client
- Open the client and choose Portal access.
- Enter the client's name and email address and choose Send invite.
The client gets an email in your firm's name with a link to set a password. The link works for 7 days; choose Resend to send a new one. Remove access ends their sign-in at once.
Ask your client before you invite them. A client sees only their own marks: never your other clients, your team's notes or your firm's settings.
What the client sees
- Each of their marks with its status and the next step you have to take, with the date.
- Updates: every status change of their marks and their oppositions, as it happens.
- Documents: the monthly reports and the PDFs you share.
- Messages with your firm.
- Approvals: oppositions you ask them to decide on.
The portal shows your firm's name. Clients can use it on the web at the address in the invite, or in the Nishaan app.
Messages
Open the client and choose Messages. The client gets an email and, in the app, a notification. Their replies come to the person who handles them. From your clients at the top of the Clients list shows unread messages across all clients.
Sharing documents
Under Documents, share one of the client's monthly reports (make it first in Reports, Client reports), or upload a PDF or an image of up to 10 MB with a title, such as a filed TM-O. Stop sharing takes it out of the portal.
Clients can send you files too: a logo, a signed TM-48, proof of use or an ID proof. They appear in the same list marked From client, and the person who handles the client gets an email.
Asking a client to approve an opposition
From a match in Journal watch, choose Ask client under your mark. Nishaan finds the client, fills in the conflicting mark, the class, the journal and the last date to oppose, and you add your recommendation. You can also start a request under Approvals on the client's page.
The client approves or declines with one tap and can add a note. You get an email, and the answer appears under From your clients and in the client's Approvals. You can withdraw a request while it is still waiting.