Messaging Via Client Portal

Lawmatics allows you to send messages directly to a client's portal, enabling seamless communication. Clients can view and respond to these messages within their portal.

Prerequisites:

• Grant Portal Access: Ensure the contact has been granted access to the client portal. To do this, navigate to the Matter Details page, click on the Share icon next to the case title, and select the contacts to grant access.

 Learn how to do that here.

Sending a Message:

1. Access the Message Center:
   • Click on the Message Center icon located in the upper-right corner of the interface.
3. Compose a New Message:
   
   • Click the New Message button.
   • Enter the subject of your message.
   • Select the relevant matter from the list of matters with portal access.
   • Choose the contact(s) associated with the matter to send the message to.
4. Send the Message:
   
   • After composing your message, click Send.

Client Experience:

• Notification: Clients will see a notification for a new message upon logging into their portal.
• Viewing Messages: By clicking on the Messages tab, clients can view and respond to your messages.

Notifications:

• To receive notifications when a client replies to a portal message, navigate to Settings > Notification Settings and enable the appropriate notifications.

Lastly, make sure you check out the Message Center to view a dashboard of your portal messages.

FAQs:

• Is the message sent via email as well?
  • No, clients need to view the message in their portal.
• Can other firm users view my portal messages with clients?
  • Access to portal messages can be managed in Settings > User Management. Click Manage Roles to customize permissions for different user roles, including the ability to view portal messages.
    
• Will the portal make things easier for my client?
  • Yes, the portal provides a centralized location for clients to view all their case-related items, making it easier for them to stay organized.