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Efficiently Inviting Clients to Your Law Firm's Client Portal
Efficiently Inviting Clients to Your Law Firm's Client Portal

Learn ways to invite clients to your law firm's client portal to streamline communication and deliver high-quality services.

Devanshi Kackar avatar
Written by Devanshi Kackar
Updated over a week ago

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:

  1. Go to Matters from the lift side menu.

  2. Click open the matter you’d like to share through the client portal.

  3. Locate the Quick Actions menu on the right side and select Share matter with client from the menu.

  4. Select a contact from the dropdown list and click Invite or 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):

  1. Go to Leads from the lift side menu.

  2. Click open the lead you’d like to share through the client portal.

  3. Locate the Quick Actions menu on the right side and select Share lead with client from the menu.

  4. Select a contact from the dropdown list and click Invite or Invite users from the existing relationships.

Inviting a client from Manage your organization

To invite a client from "Manage your organization," follow these steps:

  1. Click on the Avatar Icon and select Manage your organization.

  2. Select Users on the left-side menu, click the "New User" button in the top right corner.

  3. Enter the client's email, select their client role, and click on Invite User to complete the process.

Inviting a client to the client portal from the dashboard

To invite a client from the dashboard, follow these steps:

  1. Click the + New button and select New Person under Contacts.

  2. Enter the client's details, including their email address.

  3. Navigate to the right of the screen, click Client Portal, and select the toggle Allow Client Portal.

  4. Hit Save to 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.

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