Lawcus

A Comprehensive Step-by-Step Guide to Creating Branded Client Portal Invitations

How to Create Branded Client Portal Invites?

Learn how to share matter folders and files with clients via the Client Portal for easy collaboration and access.

How to Share Files & Folders with Clients?

Accepting a client portal invite to join Lawcus and access all client portal features.

How to Accept a Client Portal Invite in Lawcus?

Learn ways to invite clients to your law firm's client portal to streamline communication and deliver high-quality services.

Efficiently Inviting Clients to Your Law Firm's Client Portal

Send secure messages to clients, ensuring confidentiality and privacy.

How to Send Secure Messages to Clients on Lawcus?

Share matters with clients on Lawcus, fostering transparency and trust.

How to Share a Matter with the Client on Lawcus?

Devanshi Kackar

Maninder Kaur

Discover how to communicate securely with clients

Client Portal

Lawcus Facebook Group

Facebook Group for Estate Planning Lawyers

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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