The Firm Portal sidebar can be collapsed to give more screen space to the main content area. This is useful on smaller screens or when you want to focus on the client list.
Firm Portal sidebar with collapse arrow icon
What You Can Do
- On any page in the Firm Portal, locate the small arrow (◀) icon at the top-right of the sidebar.
- Click the arrow to collapse the sidebar — the navigation links are hidden and only icons remain.
- Hover over any icon to see a tooltip showing the section name.
- Click the arrow again (now pointing right ▶) to expand the sidebar back to its full width.
💡 Good to Know: The sidebar state (collapsed/expanded) may reset between sessions depending on your browser settings.
💡 Good to Know: On mobile browsers, the sidebar is collapsed by default and toggled with the hamburger (☰) menu icon.
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