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The Client Home App creates “a dynamic homepage for your clients within your portal” that displays announcements, firm information, and work expectations. It supports personalization through client data properties and custom fields, and can create segmented versions for specific client groups. When enabled, the Actions feature highlights items requiring client attention like invoices and contracts.
Client Home app overview

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App setup

Installation involves accessing App Library, selecting Client Home from Client Apps, clicking Install, setting a title and icon, and dragging the app to the top position in the app list to ensure clients see it first upon login.

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Setting up your Client Home

The app includes a sample layout for customization. The left side accommodates content while the right side provides customization tools including Dynamic Fields and Segments.

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Segments

Segments enable “up to 5 Client Home variants per workspace,” with each client viewing only one version based on custom field tag rules. Creating a Segment:
  1. Click Segments
  2. Click Create Segment
  3. Enter a segment name
  4. Select tags under “Show this segment if Tags is”
  5. Optionally click + OR for additional tags
  6. Click Create
Editing or Deleting:
  1. Click Segments
  2. Hover over the target segment
  3. Click the menu button (…)
  4. Select Update Segment or Delete Segment

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Adding content

Content can be added via text editor or the ”/” quick menu, offering options including:
  • Headings (1, 2, 3)
  • Text
  • Autofill Fields
  • Lists (bullet and numbered)
  • Upload, Table, Callout, Divider, Embed, Link

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Dynamic Fields

These “automatically display client-specific information like names or custom data.” Add them by typing ”/” and selecting Autofill fields or clicking Dynamic fields on the right panel.

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Actions

This setting controls visibility of the Actions section displaying:
  • Invoices
  • Forms
  • Contracts
  • Tasks
Action items reference customized app names and show counts of outstanding items requiring client attention.

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Style customization

Customization includes uploading banner images with repositioning options and selecting background colors via color picker or hex code entry.

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Preview mode

Use Preview at the top to view the Client Home as a specific client would see it by selecting from a client dropdown.

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Client experience

Clients view a customized, view-only portal with personalized information and assigned actions. Those in segments see their corresponding Client Home version. When Actions are enabled, clients see outstanding item counts with direct links to relevant apps.