How to assign tasks to a client

Bring clients in the loop of activities by revolving tasks best performed by them to them. From industry due diligence to new location discovery, you can assign as many tasks as possible to your clients.

Note: You can only assign tasks for a matter you’ve shared with the client on Client Portal

To assign a task to a client:

1. Go to Matters

2. Select the client’s matter

3. Navigate to the Tasks tab

4. Enter a new task name

5. Click the newly created task

6. Choose a due date for the task

7. Click the Assigned To field and select the client from the dropdown

8. Update the task description and click Update

Client Perspective

When you assign a task to a client, the task surfaces on their version of the Client Portal from where they can make deliverables in respect of the task.

To make a task deliverable:

1. Click Your matters