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How to Manage the Access Provisioning of Clients?

Manage your client's access to Lawcus with the simple steps.

Devanshi Kackar avatar
Written by Devanshi Kackar
Updated this week

In this comprehensive guide, we'll walk you through the essential steps and features to effectively manage clients using the powerful tools Lawcus provides. To know how to invite clients to the client portal, click here.
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Steps to Manage Clients on Lawcus

  1. Click on your User Avatar and select Manage Your Organization option.

  2. Then click on Clients.

  3. From here, you can easily manage your clients.

    1. You can Remove Access to the portal from here

    2. You can allow them Board View, which means they will see the shared matter in the respective pipeline and stages.

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