Lawmatics provides a "Password Protection" feature to help you securely share sensitive forms directly with your clients. When enabled, your clients must enter a password to access and complete the form, adding an extra layer of security to protect confidential information.
NOTE: This is available for firms on the premium tier.
How Password-Protected Forms Work
When you enable password protection on a form, the system automatically creates/updates a password each time you share that form with a specific contact or matter. The password is generated using existing information stored on the contact record at the exact time you share the form.
For example, if you've selected "Last Name" and "Birthdate" as password fields, a client named John Doe with a birthdate of February 5, 1990 would have the following password automatically generated for their form share: Doe1990-02-05
Important: Password protection only applies when you send forms directly to specific contacts or matters. Forms embedded on your website or shared via general public links will not prompt for passwords.
Enabling Password Protection on Your Form
Navigate to the Custom Forms page in Lawmatics.
Select the form you want to protect and click Edit.
Click on Form Settings.
Toggle Password Protection to "On".
Select which fields you want to use for generating the password (e.g., Last Name and Birthdate).
Save your changes.
Once enabled, future shares of this form will automatically require your clients to enter a password before accessing it.
Note:
If you turn password protection ON, password protection will only apply once you share a form.
If you turn password protection OFF, you must reshare the form for the change to take effect. After resharing, previous shares of the same form will no longer require a password either.
Client Experience: Accessing a Password-Protected Form
When your client clicks on a link to a password-protected form:
They will see a simple, branded screen prompting for a password.
Clear instructions explain exactly how they should enter their password.
Upon correctly entering their password, they can access and complete the form as usual.
If an incorrect password is entered, your client will receive an error message and can retry entering their password.
FAQs
Q: What if my client's contact information changes or is incorrect after the form is sent?
A: If your client's contact information was missing or incorrect at the time you shared a password-protected form, you'll need to first update their contact information on the associated matter or contact record. After updating, you must reshare the form with your client. This will generate a new password based on the updated information. The new link you send and previously shared forms will have the correct password.
Q: Can I choose any field as my form's password?
A: Currently, you can select from standard contact fields like "Last Name" and "Birthdate." We recommend choosing fields clients typically provide early in the intake process to avoid confusion or support issues.
Q: What happens if my client closes and reopens the form?
A: If your client closes their browser tab or opens the link again later, they'll need to re-enter their password before continuing.