Client portal overview & first sign-in

The ClaraPay client portal is how you see your portfolio in real time: place accounts, track what we are collecting, review remittances, and handle reporting and compliance questions — all in one place.

Signing in

Your portal lives at /client. Sign in at /client/login with the email address your account was provisioned with and your password. If you forget your password, use the reset link on the sign-in page — a one-time link is emailed to the address on file and expires after a short window.

If your organization is still being set up, sign-in takes you to the onboarding checklist instead of the dashboard. See Onboarding checklist & go-live for what to expect.

The dashboard

After sign-in you land on your dashboard. It is built to answer the common questions in the first ten seconds:

• KPI tiles — accounts in market, balance under collection, collected month-to-date, collection rate, and active disputes, each with a change indicator versus the prior month.
• Charts — collections by month, current status distribution, and portfolio aging.
• Recent payments — the latest payments posted to your portfolio.

Dashboard numbers are cached briefly, so a payment that just posted can take a minute to appear. Open the account detail page directly if you need the very latest state of one account.

Finding your way around

The left navigation covers the main areas:

Area	What it is for
Accounts	Placements, individual accounts, recalls, compliance
Money	Remittances and statements
Reports	Canned reports and the custom report builder
Documents	Agreements and files ClaraPay shares with you
Messages	Your secure thread with the ClaraPay team
Settings	Business profile and team access

Still stuck? Message us from /client/messages — your account team responds inside the thread.