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. They will receive an email from [email protected], like the one shown below:
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 Portal Options icon located next to the matter's title, highlighted in red in the picture above as a handshake icon.
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 portal (handshake) icon under their profile picture in their matter page:
Reporting on Portal Access:
You can create a custom report to show you all matters that have portal access.
Navigate to Reports > Custom Reports. When creating or editing a matter report, you can use the true/false field "Has Portal Access" as a column and/or filter.
If Has Portal Access is True, a contact has been invited to the portal for that matter.
Portal Dashboard:
After accepting the invitation, clients can log into their portal to view shared tasks, invoices, appointments, e-signature documents, file requests, intake forms, and messages.
You can see exactly what the portal will look like to your clients here: Client Portal (From the Client's Perspective)
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, invoices, 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.