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.
To accept a client portal invitation, follow these steps:
Locate the invitation email: Check your email inbox for the invitation email sent by your legal service provider. The subject line of the email typically contains information about the portal invitation. If you can't find the email, please also check your spam or junk folder.
Click the invitation link: Within the invitation email, you will find a "
Click here to join" button or a similar call-to-action. Click on this link to proceed with accepting the invitation.
Set up your account: 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. Choose a strong and unique password that you can remember easily. Once you have entered your desired password, click the "
Sign Up" button to proceed.Access the Client Portal: You will now have access to the Client Portal interface, where you can interact with your legal service provider, access essential documents, and perform various actions related to your legal matter.
Points to Remember:
If you encounter any issues during the invitation acceptance process, such as a broken link or difficulty setting up your account, it is recommended that you contact your legal service provider's support team for assistance.
Keep your account credentials confidential, and avoid sharing your password with anyone. This helps maintain the security and privacy of your information within the Client Portal.