How to share a matter with the client

To keep your clients rest assured they are top-of-mind for your law firm, you can share a matter with the client, so they can see the moving parts of their case which you've chosen to share with them.

Note: For ease of matter sharing, you need to have already setup the client as a contact on your law firm database

To share a matter with the client:

1. Go to Matters


2. Click a matter you’d like to share with client


3. Locate the right side-menu and select Share matter with client


4. Click the searchbox and select the client you’d like to invite from the dropdown menu


5. Click Share with client or Invite by email (whichever appears)

Note: If the client has not been previously invited to Client portal, this method would cause an invitation mail to be automatically sent to them