{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/f6cdbb05196d4fd58a2793cc64a5975e\" frameborder=\"0\" width=\"1920\" height=\"1440\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1440,"width":1920,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1440,"thumbnail_width":1920,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/f6cdbb05196d4fd58a2793cc64a5975e-6d64defc18d12f85.gif","duration":683.4,"title":"Streamlining Client Actions in Firm 360","description":"In this video, I walk you through client actions in Firm 360, explaining what they are, how to assign them, and how clients interact with them in the client portal. Client actions are essential tasks assigned to clients, such as document uploads and invoice payments, which help streamline our processes and keep projects moving forward. I demonstrate how clients receive notifications and reminders, and how you can manage these actions within the platform. I also emphasize the importance of marking actions complete when done offline to disable reminders. Please ensure you enable client portal notifications for timely alerts and consider using meaningful titles for clarity."}