In this Filevine Client Portal walkthrough, Optimizer Jordan demonstrates how your firm can view and respond to client messages, including the ability to send attachments and add internal tags for organization. It's important to note that while clients can see the messages and attachments, internal tags are for your team's use only. Learn more here: https://support.filevine.com/hc/en-us/articles/28865773457563-Client-Portal-by-Filevine