This document outlines the user experience for clients accessing the ClientPortal. It provides a step-by-step guide on how to log in, navigate through the portal, and manage personal information.

Upon accessing the ClientPortal (provided it is not a NEW lead portal), users will be greeted with a login screen. To initiate the login process, the individual must enter their password, which is formatted as their last name followed by their date of birth (DOB), all in lowercase letters. For example, if the individual's last name is Smith and their DOB is January 23, 1956, the password would be smith01231956.

After successfully logging into the portal, clients will encounter either a default greeting or a custom greeting, depending on the settings configured by the administrator.

Once logged in, the individual will be guided through all the data sections that have been enabled for their specific version of the portal. It is essential for users to review each section thoroughly.

Clients are required to confirm the accuracy of all data sections before proceeding to the next section. This step ensures that all information is correct and up-to-date. Additionally, individuals have the option to update or add information to each section as they deem necessary.