Client Portal Overview
The Lawmatics Client Portal is a tool to give your clients access to their own web app, keeping them up to date on the progress of their matter. You can share messages, documents, forms & signature documents, file requests, calendar events, and even tasks.
How to Manage Your Subdomain
The client portal is the first feature in Lawmatics to utilize custom subdomains. This means that clients will be able to access your portal by visiting a more customized URL. If your law firm name is Spiegel Law Group, you could have the URL spiegellawgroup.portal.lawmatics.com for your portal. By default, the subdomain will contain the name of your firm as it is in Lawmatics, but you can customize it.
Steps to Change Your Subdomain
- Navigate to Settings from the left-side navigation bar.
- Click on Firm Settings.
- Click on the Edit (gear) icon on the top right of the Firm Settings page.
- Scroll down to find the Subdomain field.
- Enter any word(s) into that field (only letters and digits, no spaces).
- Click Save. Your new domain will be formatted as
[YOURCUSTOMDOMAIN].portal.lawmatics.com.
2. Giving Clients Access to the Portal
Access to the client portal is given on a contact basis. This means that if you have several relationships attached to a matter, you can give each one of them their own access to login to their own portal. If you have a contact with multiple matters, you can dictate which matter they have portal access to. Giving them portal access to one will not automatically give them portal access to their other matter.
Signature documents, file requests and appointments scheduled the relate to a matter will be automatically shared with a contact in their portal if they are a party to the item being shared.
Steps to Grant Portal Access
- Navigate to the Matter Details page for the relevant matter.
- Click on the Share icon next to the case title.
3. A list of all associated contacts will appear. Check the Has Access? box for those who should have access.
4. To revoke access, uncheck the box and click Save.
3. Sharing Appointments
Currently, all appointments created on a matter will be shared with all contacts associated with that matter in their client portal.
4. Sharing Documents
1. Access the Files tab from the matter details page
2. Find the non e-signature document you want to share and click the share icon on the right side of the document in the list 
3. Here, you will see a list of all contacts with portal access for this matter. Simply check the contacts you would like to share this document with and then click "Share".
5. Sharing Tasks
Task sharing with the client portal in Lawmatics makes it easy to assign tasks to clients. Use this feature if there are tasks that you need your clients to complete. The task will appear in their portal and they will even be able to mark it as done when they've completed it.
1. Create a task
2. From the task creation window, you will see an option that says "ASSIGN TASK TO CONTACTS". Click that header to reveal all the contacts with portal access on that particular matter. Select the contacts you would like to assign this task to and click Create Task when ready. 
6. Sharing Forms
Sharing a form with your client via the portal can be done a couple of different ways. One way is sharing it manually, through the matter page. Start by going to share a form how you normally would, by clicking on the 3 dots under the matter's name and choosing "Share Form". 
From there, you will be able to choose to "Share with portal contacts" if they have accepted their invitation. Then you can choose which contacts associated with the matter you would like to share the form with via the portal.
Another way to share a form via the client portal is by using an automation. When using the "send form" action in an automation, you will have the option to toggle on "Assign Form to Matter Contacts". You can then choose which contacts associated with the matter that is running through the automation that you want to receive the form via the portal.
FAQ's
Do I need to change the subdomain?
No, the subdomain for your portal will default to your firm name, you are welcome to keep the subdomain as-is or customize it if desired.