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:
- 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:
- Set Up an Automation:
- Navigate to the Automations tab in the main side navigation.
- Create a new automation or edit an existing one.
- 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.