Client portal
Some firms expose a client-facing portal so external clients can view a subset of SBOS.AI data (dashboard, tasks, disclosure, matters, invoices) without logging into the staff application.
Access
Clients receive an invitation link and authenticate through the portal’s request / verify flow configured by your firm.
Typical client capabilities
Depending on configuration, clients may:
- See matters and outstanding tasks assigned to them.
- Upload or download disclosure documents.
- View invoices and payment status.
Staff responsibilities
- Only publish information appropriate for external audiences.
- Use firm branding and disclaimers as directed by your risk team.