In Lawcus, you have the ability to share a matter with your clients, allowing them to stay informed about the progress and updates regarding their case.
Note: To share a matter with a client, adding them as a contact in your Lawcus account is essential. You can easily add them while sharing the matter if they are not yet added.
Steps to Share a Matter with the Client
Navigate to the
Matterssection from the left. Click on the specific matter that you wish to share with the client to open its details page.Locate the
Quick Actionsmenu and click on theShare Matter with Clientoption to initiate the sharing process.Under
Matter Client, click on theInviteoption next to the Client Name & Email. Follow the same process forMatter Related Contacts.If the user with whom you want to share is beyond matter client and related contact, click on
Search contact or client useroption toSearch and Selectand click on theInvitebutton to send the invitation. Note that for unrelated contacts, the system will warn you once.Click on
Xto close the prompt to back to other actions.
Note: You must add the user as a Contact before using the Search contact or client user option.
FAQ Section
FAQ1: Can a matter be shared with multiple contacts?
Answer: Yes, it can. However, each contact will only see what is individually shared with them regarding the matter.
FAQ2: Do I need to create a matter for an invitee to be able to upload documents on the client portal?
Answer: You need to create a matter and share it with clients to allow them to upload documents. The clients must first accept the invite and sign up to the portal to upload documents.