Matter members are internal collaborators. Conversation participants can be a narrower communication audience. Portal contacts are external users invited to approved client-facing records. Granting one does not silently grant the others.
Before sharing, verify the recipient identity, the matter, the artifact, and the access level.
The client portal presents shared matters, workstream progress where exposed, documents, invoices, messages, and other enabled client-facing records. Deep links restore the selected matter, thread, or workstream after sign-in.
Portal configuration and activity visibility depend on firm settings and permissions.
A matter report can contain lawyer names, fee information, expenses, time, completed work, and internal operational details. Choose a client-appropriate version and inspect the generated file before sharing it.