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.
To manage clients in Lawcus:
Click on User Avatar in the top-right corner. Then click on "Manage your organization".
Then click on "Clients."
From here, you can easily manage your clients.
- You can Remove Access to the portal from here
- You can allow them Board View which means they will see the shared matter in the respective pipeline and stages.