# Secure Document Portal Onboarding — Professional Services AI agent | Mihu AI

Professional Services · Documents

# Secure Document Portal Onboarding

Get clients set up and comfortable using the firm's secure client portal.

Set up this outcome

## Apps this needs

Practice Management System Clio, MyCase, PracticePanther, Karbon or CCH Axcess — matter/client data, engagement & document status. Connect during setup

WhatsApp Business Send confirmations and let customers reply on WhatsApp. Connect during setup

## How it works

Sends portal activation instructions at matter opening, via the client portal platform.

Walks through setup issues if the client reports difficulty.

Confirms successful upload/download before relying on the portal for anything critical.

Offers an alternative secure method for clients unable to use the portal, per firm policy.

## Data sources

Client portal activation status

## What it targets

Clients successfully activated on the portal Target 75%

Document exchange via portal vs. less-secure methods Target 80%