Lawcus simplifies the process of inviting clients into a secure portal for efficient communication and transparency throughout the legal process. It offers a customizable invitation system and secure resource-sharing capabilities while employing robust security measures to safeguard sensitive data.
Steps to send an invitation to a contact:
Navigate to +Icon.
Click on 'Add person'.
Click on 'Client Portal'.
Allow Client Portal.
Steps to send an invitation to the Lead:
Navigate to 'Leads'.
Click on 'Lead' and open it.
Navigate to 'Quick Action' and select 'Share lead with Client.'
Steps to send an invitation to the Matter:
Navigate to 'Matters'.
Click on 'Matter' and open it.
Navigate to Quick action and select 'Share Matter with Client'
To sum up, Lawcus offers a secure and customizable portal that simplifies communication with clients. It also has an easy-to-use invitation process for contacts, leads, and matters. With a strong emphasis on transparency and data security, Lawcus improves the efficiency of legal interactions while also increasing trust.