Manage Clients

Add a client so they can sign in to the portal, update their case stage, and attach documents or invoices — all without touching the Cloudflare dashboard.

Setup needed: this page can't reach the client database yet. In the Cloudflare dashboard, open the meshield-team-portal project → Settings → Functions → KV namespace bindings, and add a binding named PORTAL_KV pointing at the same KV namespace already used by the client-portal project. See the comment at the top of functions/api/manage-clients.js for the exact steps.

Add a New Client

Client Email *

Client Name

Service

Current Case Stage

Documents

Invoices

New rows below become real, payable PayPal invoices when you hit Save — the client gets a real "Pay Now" link on their dashboard and PayPal's own invoice email.

Existing Clients

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