My Profile
Manage your personal settings, email integration, and availability schedule.
Account Information
Client Management
Live Conversations
Instruction and Training
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Slack Integration - Conversation Summaries
Webhook Scheduler Status
Webhook Configuration
Scheduler Settings
Portal Configuration & Settings
Lawyer Management
Manage lawyers who can be assigned to client matters. Lawyers can be selected when creating or editing matters.
Current Lawyers
AI Writing Assistant
Configure the system prompt for the AI Writing Assistant used in the portal content editor. This is separate from Joana's conversational AI functionality.
Template Categories
Manage template categories for the client portal. These categories organize templates for case updates and documents.
Current Categories
Sidebar Navigation Icons
Choose which icons are displayed to non-admin users in the left sidebar navigation.
Portal Settings
Configure global portal settings and client experience options.
Tax Returns Management
Review and manage client tax return submissions.
Client Invitations
Send secure magic link invitations to new clients for portal access. Track sent invitations and manage client onboarding.
Send New Invitation
Recent Invitations
Services Management
Manage FRESH Portugal's service offerings, pricing tiers, and visibility settings.
Recurrent Services
One-Off Services
- One-off services are only accessible via direct link - they never appear on the landing page
- They become unavailable after being purchased - you can reactivate them here to allow another purchase
Partners Management
Manage FRESH Portugal's partner organizations, logos, and website information for the partners page.
Partner Organizations
Blog Management
Manage blog posts, categories, and tags for the FRESH Portugal blog.