Inviting a client to the Client Portal is a convenient way to enhance communication and collaboration throughout their legal matter. The Client Portal offers a simple and streamlined platform where clients can send files, complete intake forms, make invoice payments, and more – all in one centralized location. This article will guide you through the process of accepting a client portal invitation in Lawcus.
Please note that there are multiple ways in which clients can be invited to the Client Portal. Regardless of the method used, the steps to accept the invitation and join the portal remain the same.
Steps to accept a client portal invitation
Follow these steps:
Please check your inbox for the invitation email sent by your legal service provider. The subject line typically contains information about the portal invitation. If you can't find the email, please also check your spam or junk folder.
You will find a
Click here to joinbutton or a similar call to action within the invitation email. Click on this link to proceed with accepting the invitation.After clicking the invitation link, you will be directed to the Client Portal sign-up page. You will be prompted to create a new password. Once you have entered your desired password, click the
Sign Upbutton to proceed.Use the credentials and login now to access the portal.
Points to Remember
If you encounter any issues during the invitation acceptance process, such as a broken link or difficulty setting up your account, you should contact your legal service provider's support team for help.
Please keep your account credentials confidential and don't share your password with anyone. This will help maintain the security and privacy of your information within the Client Portal.