Settings

Account Team Time Workflows Filing dates Contacts Fields and tags Xena AI Billing and engagements Pricing models Client portal Documents Integrations and tools

Xena for Clients

Saved now. These apply when the client portal is built.

You can manage access settings from your client list.

Branding

How the portal header looks on phone and desktop.

Firm nameFirm logo (from Account → Branding)

Background

XENA AI

Good afternoon

XENA AI

Good afternoon

Security

How clients open requests and the full portal. Enforcement ships with the portal.

Client requests

Allow access via emailed single-use linkRequire multi-factor authentication

Full Xena for Clients

Require multi-factor authentication

Allow access via emailed single-use link for:

Viewing and signing an e-signature or approval package
Viewing and signing an e-signature or approval package with a password
Viewing an invoice and making payments

Billing

Allow clients to view and pay invoices in Xena for Clients. You control individual access by granting billing permission to specific contacts.

Billing

Auto-sending

When client request reminders go out. The send job will use this once the portal is live.

Time of dayTimezone

Your Xena for Clients log in page

A branded page you can send clients when the portal is live.

All changes saved.

Xena

Knows the full app, workflows, clients & scope · /settings/client-experience

Ask anything about XENA AI — how workflows work, where to go in the app, client scope, pricing, leads, or your book of business. Xena reads live data plus the full app map on every question.