The Client Portal streamlines your communication with clients, allowing you to dedicate more time to delivering services. With this secure and user-friendly platform, you can 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 conveniently.
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 also 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 and select "Share matter with client" from the right side 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. Tap the account avatar logo and click on "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 "Allow Client Portal"
4. Hit "Save" to complete the process.
5. 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.