Inviting Contacts to the Client Portal


The Lawmatics Client Portal enhances client engagement by providing a dedicated space for clients to access their case information. Upon invitation, clients can create a password and sign into their personalized dashboard to view their matters.

Granting Portal Access:

  1. Navigate to the Matter's Profile:
    • Click on the People tab in the main side navigation.
    • Select Matters and choose the relevant matter.

Invite Contacts:

  • Click the Share icon located 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.

Automating Portal Invitations:

  1. Set Up an Automation:
    • Navigate to the Automations tab in the main side navigation.
    • Create a new automation or edit an existing one.
  2. Add the Invite to Client Portal Action:
    • Within the automation, add the Invite to Client Portal action.
    • Select which relationships should receive the invitation (e.g., primary contact, spouse, third-party payor).
    • Configure any additional settings as needed.

Managing Portal Access:

  • Revoking Access:
    • To revoke portal access, navigate back to the Share icon in the matter's profile.
    • Uncheck the Has Access? box next to the contact's name.
    • Click Save to remove their portal access.
  • Identifying Portal Access:
    • Matters with granted portal access are indicated by a purple portal icon next to their name in the matter list.

  • Portal Dashboard:
    • After accepting the invitation, clients can log into their portal to view shared tasks, appointments, e-signature documents, file requests, intake forms, and messages.


FAQs:

  • Will I, as a firm user, sign into the client's portal?
    • No, firm users manage client-related information directly from the Lawmatics account. The client portal is exclusively for client access.
  • Can clients see all notes on their matter?
    • No, clients can only view items explicitly shared with them, such as tasks, appointments, e-signature documents, file requests, intake forms, and messages. Internal notes and CRM data fields remain private.
  • Can any firm user grant or revoke portal access?
    • Portal access permissions can be managed in Settings > User Management. Click Manage Roles to customize permissions for different user roles, including the ability to grant or revoke portal access.

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