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.
Steps to Revoke Client Access
To unshare a matter with a client in Lawcus, follow these steps:
Click open
Mattersfrom the left-side menu,Selectthe specific matter that you want toUnsharewith the client.Navigate to the
Quick Actionssection on the right-hand side and click onShare 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 Accesswith 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.
FAQ3: Can I disable a client's ability to post or record interactions?
Answer: No, you can't.
FAQ4: Can I edit the email's content when we share matters with clients?
Answer: We don't have this functionality currently.