Multi-Factor Authentication (MFA)

Multiple Court Dates

Invoice Adjustments: Issuing Credit Memos, Write-Offs, and Credits

Confirming your New Account

Bulk Importing Clients

Claims Rules

Processing Intake Evictions (Attorney Portal)

Submitting a New Eviction (Attorney Portal)

Registering as an Attorney

Deleting Property Managers Permanently

Reopening a Closed Eviction

User Permissions

Permissions Groups

Disconnecting from LawPay

How to Customize a Workflow

Eviction Inbox Management

Daily Docket Management

Bulk Importing Evictions

Workflow Builder

Managing Tasks in EasyEviction

Download Multiple Case Documents

Managing Evictions

Case List Page

Create and Send an Invoice

Integrating with LawPay

Messaging with your Client [Attorney Portal]

Adding a New Client

Recording Invoice Payments

Creating an Invoice with LawPay Payment Options

How to Add/Remove Seats in Your EasyEviction Subscription

How to Upgrade/Downgrade your EasyEviction Subscription Plan

EasyEviction Pricing Plans

Understanding Credit Memos

Understanding User Role Permissions

Billing FAQ

Navigate through your EasyEviction’s Subscription Plan

EasyEviction Subscription & Billing Guide

A New Login Experience is Coming April 7, 2025!

Getting Started with the Client Portal

May 1st Plan Update: What You Need to Know

Notification Settings

Reports Management

Daily Docket Overview

Open Evictions Overview

Contacts Overview

Invoice Guide

Reports Overview

Contacts Management

Eviction Inbox Overview

Task Overview

Workflow Overview

Announcements

Getting Started

Articles related to creating, managing, and recording invoices, as well as integrating payment platforms like LawPay.

Invoicing & Payments

Covers topics on creating and managing invoices.

Invoice Creation & Management

 Discusses how to handle payments, credit notes, and write-offs.

Payments & Adjustments

Articles focused on managing client accounts, communication, and settings.

Client Management

Articles that guide the bulk importing of clients and general client management.

Client Import & Management

Discusses messaging with clients via portals.

Client Communication

 Articles that cover the end-to-end process of handling evictions, from case management to document handling and workflows.

Evictions Management

Eviction Case Management

Involves step-by-step procedures on submitting and processing evictions.

Eviction Processing

Addresses court-related matters and docket management for evictions.

Eviction Reporting & Court

Articles that address managing properties and associated tasks.

Property Management

Articles that help users navigate tasks and workflows within the system.

Task & Workflow Management

Articles detailing user account management, permission settings, and administrative controls.

Admin Settings

Explains how to manage users, permissions, and groups.

Permissions

Focuses on higher-level administrative settings and workflows.

Admin & Workflow Settings

Manage company settings and subscription details

Subscription

Focuses on external payment systems integration.

Integrations

Document Templates

Configure and personalize user preferences and account settings."

User Settings

Profile

Security

Accounts

Notifications

Referral Program

<figure class="media"><div data-oembed-url="https://www.youtube.com/watch?v=r5kMiHwZVko"><div style="position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;"><iframe src="https://www.youtube.com/embed/r5kMiHwZVko" style="position: absolute; width: 100%; height: 100%; top: 0; left: 0;" frameborder="0" allow="autoplay; encrypted-media" allowfullscreen=""></iframe></div></div></figure><p style="text-align:justify;">Welcome to our video walkthrough of the Client Portal! In this guide, we’ll take you through the features and functionalities designed to enhance your experience and simplify your interactions.&nbsp;<br><br>Whether you're new to the portal or looking to refresh your knowledge, this video will provide you with all the essential insights you need to navigate with confidence.<br>&nbsp;</p><p style="text-align:center;"><i>If you have any questions or need further assistance, please don’t hesitate to reach out to our support team for help.</i></p>

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Getting Started with the Client Portal