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Automating client portal invitations through the workflow is an excellent way to save time and effort in the client management process. This feature enables you to automate the invitation process for new and existing clients, allowing you to focus on other essential aspects of your legal practice.

To set up the client portal invitation workflow:

Access <code>Automation</code><code> </code>from the left-side menu, and click <code>+ Add Workflow</code>.

Select <code>Client Created</code> as the trigger type, and click <code>Continue</code>. Note that the trigger can be anything related to Matter or Contact.

Choose <code>Invite client</code> as the following action, then click <code>Next</code>. ​

Select <code>Client Id</code> from the <code>Use the client value from trigger</code> drop-down options in the <code>Matter client field</code>, and then <code>Save</code> your configuration. ​

1. Access <code>Automation</code><code> </code>from the left-side menu, and click <code>+ Add Workflow</code>.
2. Select <code>Client Created</code> as the trigger type, and click <code>Continue</code>. Note that the trigger can be anything related to Matter or Contact.
 
 
3. Choose <code>Invite client</code> as the following action, then click <code>Next</code>. ​
 
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4. Select <code>Client Id</code> from the <code>Use the client value from trigger</code> drop-down options in the <code>Matter client field</code>, and then <code>Save</code> your configuration. ​

Learn how to save time and effort in client management by automating client portal invitations through workflow.

How to automate client portal invitations using workflow?

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