Reviewed product guidance
Client portal
How accountless magic links expose a scoped checklist without a client login.
Magic-link client portal: available
Accountless access
A firm can generate a magic link for an engagement. The client opens the scoped checklist without creating a DocScoop account.
Handle links as credentials
Anyone holding a valid portal link may access the scoped portal until the token expires or is revoked. Do not place portal links in public tickets, analytics, shared logs, or unapproved channels.