Sharing Tasks Via Portal
Lawmatics enables you to assign tasks directly to clients or related contacts through the Client Portal, enhancing engagement during intake and case processes.
Granting Portal Access:
- Navigate to the Matter Profile:
- Click on the People tab in the main side navigation.
- Select Matters and choose the relevant matter.
Share Portal Access:
- Click the Share icon next to the matter's title.
- In the dialog box, check the box next to each contact you want to grant portal access to.
- Click Save to send portal invitations to the selected contacts.
Creating and Sharing a Task Manually:
- Create a Task:
- Within the matter's profile, navigate to the Tasks tab.
- Click the Add Task button.
- Assign the Task:
- In the task creation window, fill in the task details as needed.
- In the Assign Task to Contacts section, select the contacts you want to share the task with via the portal.
- Click Save to create and share the task.
Client's View in the Portal:
- Clients will see the shared task in their portal under the Tasks section.
- They can click on the task to view details and mark it as completed once done.
Automating Task Sharing:
- Set Up an Automation:
- Navigate to the Automations tab in the main side navigation.
- Create a new automation or edit an existing one.
- Add Actions:
- Include the Invite to Client Portal action to grant portal access automatically.
- Add the Add Task action to create and assign the task.
- Configure Task Assignment:
- In the Add Task action settings, select the appropriate contact under Assign Task to Contacts to share the task via the portal.
By selecting Automation Target as the assigned contact, highlighted in red above, we are assigning the task to the main contact associated on the matter, AKA the automation target.
Note that you do not need to do BOTH processes outlined in this article to share a task via portal, (manually sharing the task vs. sharing the task via automation). Feel free to use either method, whatever works the best for you and your firm.
FAQ's
What does the client receive when I invite them to the client portal?
They will receive an email letting them know that you have invited to view their matter in the client portal. The email also contains a link to for them to accept the invitation. This link will prompt them to create a password, and they will then be taken to their portal.
What happens to a task if I create it without sharing via portal?
Tasks created without sharing to portal will be assigned to an internal firm user instead. Rather than assigning the task for the client to complete, these tasks will be the responsibility of the assigned user to complete.