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 Matters section from the left. Click on the specific matter that you wish to share with the client to open its details page.
Locate the Quick Actions menu and click on the Share Matter with Client option to initiate the sharing process.
Under Matter Client, click on the Invite option next to the Client Name & Email. Follow the same process for Matter Related Contacts.
If the user with whom you want to share is beyond matter client and related contact, click on Search contact or client user option to Search and Select and click on the Invite button to send the invitation. Note that for unrelated contacts, the system will warn you once.
Click on X to 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.

Steps to Revoke Client Access

To unshare a matter with a client in Lawcus, follow these steps:

Click open Matters from the left-side menu, Select the specific matter that you want to Unshare with the client.
Navigate to the Quick Actions section on the right-hand side and click on Share Matter with Client. This feature allows you to manage client access to the matter, and you will see clients who currently have access to the matter.
There will be an option to Remove Access with the selected client. Click on this option to revoke the matter access from the client portal.

This ensures that client access is revoked when required.

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.