> ## Documentation Index > Fetch the complete documentation index at: https://visaflo.ca/knowledge-base/llms.txt > Use this file to discover all available pages before exploring further. # Client Portal > Set up the client-facing portal so clients can view visible applications, open questionnaires, sign documents, review updates, and request a secure sign-in link. ## Overview The Client Portal gives clients a separate, client-facing place to see the applications you choose to show them. Clients sign in with a secure email link, then view visible applications, client-facing statuses, questionnaires, signature requests, optional IRCC processing-time cards, and portal notifications. Use this guide when you want to prepare a case for the client portal and confirm what the client will see. ## Before you start * The client must have an email address on their profile. * The case must be linked to the correct client. * Client portal access must be available for your workspace. * If you use a white-label domain, confirm the domain is verified before sharing the portal link. * If family members should only see their own forms, confirm family member records and form assignments before sharing access. ## Share the portal sign-in page 1. Open a case. 2. Open the **Client Portal** tab. 3. Expand the intro panel. 4. Copy the portal sign-in URL. 5. Send the link to the client. Clients can also go directly to `/portal/signin` on your VisaFlo or white-label domain. They enter their email, then VisaFlo sends a secure sign-in link if the email has portal access. The client portal magic-link sign-in page. Client portal home after secure sign-in, showing the visible application count. ## Show or hide a case Cases are hidden from the client portal until you turn on visibility. 1. Open the case. 2. Open the **Client Portal** tab. 3. Turn on **Show in client portal**. 4. Choose the **Status shown to client**. 5. Save or wait for the case update to complete. Use a client-facing status that is safe for the client to read. This status is separate from your internal case status. Client Portal case settings with visibility enabled ## Configure the processing-time card The portal can show a client-facing IRCC processing-time estimate when staff enable it for the case. 1. Open the case's **Client Portal** tab. 2. Find **Processing time**. 3. Enable the card. 4. Choose the relevant processing-time category and options. 5. Review the staff-side preview before relying on it with the client. If the estimate is unavailable, the client portal hides or explains the unavailable state instead of showing a broken card. ## Send portal notifications Use portal notifications for updates you want the client to see inside the portal. 1. Open the case or client profile. 2. Open the **Client Portal** notification area. 3. Add an optional title. 4. Write the message. 5. Link the notification to a case when relevant. 6. Send the notification. The client sees unread notifications on the portal home page, notification bell, and notification list. Case-linked notifications also appear on that application's detail page. ## What clients can do An application detail page keeps the questionnaire, signature requests, and case-specific updates together. Client portal application detail with questionnaire, signature request, and update. After signing in, clients can: * See a home summary of their visible applications and unread updates. * Open **Applications** to view cases shown in the portal. * Filter applications by client-facing status. * Open an application detail page. * Open questionnaires assigned to them. * Open signature requests and sign documents. * View case-specific portal notifications. * View processing-time estimates when staff enabled them. ## Troubleshooting If the client cannot sign in, confirm the email they entered matches the client or family member email in VisaFlo. If a case is missing, confirm **Show in client portal** is enabled on that case and the case is linked to the right client. If the wrong status appears, update **Status shown to client** from the case's **Client Portal** tab. If a questionnaire is missing for a family member, check the family registry and form assignment. If the portal link uses the wrong domain, confirm the white-label domain is verified, then copy the sign-in URL again from the intro panel.