Client Notices

Client Notices

Please click on the image below to access the Client Notices Training Guide.

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    • Client Web Portal

      You will find links below to Training Guides related to the CPL Client Web Portal. Client Web Portal Training Guides and Helpsheets Authorising New Web User Accounts Helpsheet - Client Portal Documents Tab
    • Credit Control and Client Statuses

      Please click on the image below to access the Credit Control and Client Statuses Training Guide. ​
    • CPL Client Portal Documents Tab

      Please click on the image below to access the Helpsheet for the CPL Client Portal Documents Tab.
    • Insurance - Receive Documents into Policy and Display in Client Accounts

      Please click on the image below to access the Helpsheet for Insurance - Receive Documents into Policy and Display in Client Accounts.
    • 2021 Free Monthly Webinar Session Recordings

      In 2021 we are delivering a series of free monthly webinar sessions.   You'll find links to the recordings of these sessions in the table below.   Clicking the icon for the recording will allow you to stream the video or give you the option ...