The Client Portal streamlines communication with clients, allowing you to dedicate more time to delivering services. This secure and user-friendly platform allows you to effortlessly share important information, such as messages, documents, and matter updates, and even facilitate payments. By granting access to Lawcus, you empower your clients to access and collaborate on matters in real time.
Inviting a client user to the Client Portal is just the first step. To ensure seamless collaboration, you must share specific matters with each client separately.
Inviting a client to the portal by sharing the matter:
You can invite clients to the client portal by sharing a matter with them. To do this, follow these steps:
Go to
Mattersfrom the lift side menu.Click open the matter you’d like to share through the client portal.
Locate the
Quick Actionsmenu on the right side and selectShare matter with clientfrom the menu.Select a contact from the dropdown list and click
Inviteor Invite users from the existing relationships.
Inviting a client to the portal by sharing the lead
You can also invite clients to the client portal by sharing a lead with them. To do this, follow these steps (it is similar to the matter):
Go to
Leadsfrom the lift side menu.Click open the lead you’d like to share through the client portal.
Locate the
Quick Actionsmenu on the right side and selectShare lead with clientfrom the menu.Select a contact from the dropdown list and click
Inviteor Invite users from the existing relationships.
Inviting a client from Manage your organization
To invite a client from "Manage your organization," follow these steps:
Click on the Avatar Icon and select
Manage your organization.Select
Userson the left-side menu, click the "+ New User" button in the top right corner.Enter the
client's email, select theirclient role, and click onInvite Userto complete the process.
Inviting a client to the client portal from the dashboard
To invite a client from the dashboard, follow these steps:
Click the
+ Newbutton and selectNew Personunder Contacts.
Enter the client's details, including their email address.
Navigate to the right of the screen, click
Client Portal, and select the toggleAllow Client Portal.Hit
Saveto complete the process. The client will receive an email invitation with a link to join the client portal.
Inviting a client using this method does not automatically share a matter with them; you must do that separately.
FAQ Section
FAQ1: How to View the Client Portal from a Specific Client’s Perspective in Lawcus?
Answer: Lawcus doesn’t have a built-in feature for this, but you can create a test matter using your personal email as the client’s email. This lets you view the portal as a client would.
FAQ2: Where do clients upload the documents on our Client Portal saved?
Answer: When your clients upload documents to the Client Portal, they are saved directly on Lawcus under "Files" instead of any third-party storage solutions integrated with your account, such as Google Drive, OneDrive, Box, and Dropbox.
FAQ3: How do I set up Client Portal notifications in Lawcus?
Answer: To receive email alerts for client activity on the portal:
Click your
Avatar Icon>Settings.Go to
User Settings>Notification Settings.Under
Email Notifications, check the box for: "Receive email notification the moment any significant change happens on the Client Portal..."
FAQ4: Why is the work email linked with Lawcus not receiving the client portal invite?
Answer: If you are not receiving client portal invites for your work email linked to Lawcus, it is likely because the email address is associated with an existing Lawcus user account. To receive the client portal invite, use an email address that is not linked to any Lawcus user account.