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.
Automating client portal invitation
To set up the client portal invitation workflow:
Access
Automation+ Add Workflow.Select
Client Createdas the trigger type, and clickContinue. Note that the trigger can be anything related to Matter or Contact.
Choose
Invite clientas the following action, then clickNext.
Select
Client Idfrom theUse the client value from triggerdrop-down options in theMatter client field, and thenSaveyour configuration.
