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.