Client Resource

Using Your ClearPath Portal

A two-minute guide to signing in, finding your way around, and getting things done — no password required.

Signing In — How Your Secure Link Works

ClearPath doesn't use passwords. Instead, every time you sign in, we email you a private, one-time link — like a key that's cut fresh for you at the door and melts after one use. There's nothing to remember, and nothing that can be guessed or stolen.

1

Enter your email

Visit the Client Portal and enter the email address Rise Strong has on file for you.

2

Open the email

Within a minute, you'll receive a message from Rise Strong via ClearPath. The first time, check your spam folder just in case.

3

Click your link

The link signs you in automatically and takes you straight to your project. That's it — you're in.

Good to know about sign-in links:
  • Each link works once and expires shortly after it's sent. If it's expired, just request a new one — it takes seconds.
  • If you request more than one, only the newest link works.
  • Only invited email addresses can sign in. If yours isn't recognized, contact info@risestrongconsulting.com.
  • For your security, the portal signs you out after 30 minutes of inactivity. Signing back in is the same quick email step.

Finding Your Way — The Five Tabs

Everything in your portal lives under five tabs across the top. A red badge on a tab means something new is waiting for you.

Overview
Your project at a glance — progress, timeline, days remaining, and anything currently waiting on you. Start here each visit.
Deliverables
Every piece of work in your engagement. Items marked "Awaiting your review" need your attention — open them to read, comment, approve, or request changes.
Documents
All shared files — contracts, reports, and deliverables — available to download anytime. This is also where you upload anything Rise Strong requests.
Messages
Your direct line to Rise Strong. Every message is timestamped and saved, forming the official written record of your engagement.
Notifications
Your alert history, your email & text preferences, and occasional one-tap check-ins on how the engagement is going.

Common Tasks

Review and approve a deliverable

Deliverables → click the item marked Awaiting your review → download and read any attached files → add feedback if you have any → click Approve. Prefer changes first? Click Request revision instead and your notes go straight to Rise Strong. Some items may also ask for your electronic signature — one click, recorded with a timestamp.

Upload a document

DocumentsUpload a document → choose your file. PDF, Word, Excel, and images are accepted, up to 25 MB. Rise Strong is notified the moment it arrives.

Send a message

Messages → type in the box → press the send button. Messages arrive instantly and stay on record — no digging through email threads later.

Choose how you're notified

NotificationsNotification preferences → pick Email + text, Email only, or In-portal only for each kind of update. You'll also receive a weekly summary email every Friday morning.

Answer a quick check-in

At key milestones, a four-option check-in appears under Notifications — one tap tells Rise Strong how the engagement feels from your side. Choose Need to talk anytime and they'll reach out personally.

Good to Know

  • Your project is yours alone. Each client organization sees only its own portal — privacy is enforced at the database level, not just hidden on screen.
  • Everything is saved. Approvals, signatures, uploads, and messages are logged with timestamps and kept as part of your engagement record.
  • No sign-in email? Check spam and mark it "Not spam" so future ones land in your inbox. Requests are limited to one per minute.
  • Need help? Message Rise Strong inside the portal, or email info@risestrongconsulting.com.

Ready to open your portal?

Have your email address handy — your secure sign-in link is one click away.

Go to the Client Portal

Not a client yet? Schedule a conversation to get started.