The Client Portal streamlines your communication with clients, allowing you to dedicate more time to delivering exceptional legal 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 login access to Lawcus, you empower your clients to conveniently access and collaborate on various aspects of their cases in real-time.
It's important to note that inviting a client-user to the Client Portal is just the first step. To ensure seamless collaboration, you will still need to share specific matters with each client separately. Rest assured, the Client Portal optimizes the entire process, enabling you to focus on what you do best - providing high-quality, transparent, and timely legal services to your clients.
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.
2. Open a matter you’d like to share through a client portal.
3. Locate the right side-menu and select "Share matter with client".
4. Enter the client's email address and click "Add" from the dropdown.
5. Create a new client by entering their information and clicking "Add" This will automatically invite the client and create a contact for them in Lawcus.
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 "Manage your organization."
2. Select "Users" on the left-handed menu and click the "New user" button in the top right corner.
3. Enter the client's email and select their client role.
Inviting clients to the client portal is important in streamlining your legal practice and improving communication with your clients. By using one of these methods, you can easily invite your clients to the portal and enjoy this powerful tool’s benefits.
Inviting a client to the client portal from the dashboard
To invite a client from the dashboard, follow these steps:
1. Click the pink + button and select "Add person"
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.
Note that inviting a client using this method does not automatically share a matter with them; you will need to do so separately.