Invitations and access state
Manage the client roster and distinguish invited, active, not invited and revoked access.
Client Portal
Clients need a clear place to find what you have shared with them. Give them selected matter information, documents, conversations and invoices while keeping the firm's internal work separate.
Selected records
Control which matters, documents and supported records are shared with each client.
A place for updates and invoices
Let clients return to authorised messages and invoices alongside the material shared for their engagement.
In daily practice
- 01
Check the client identity
Confirm the contact and email address before issuing a portal invitation.
- 02
Choose what to share
Select the records and portal areas appropriate for that client.
- 03
Maintain the boundary
Review sharing as the engagement changes and revoke access when it is no longer appropriate.
Before you begin
No. A document's presence on a matter does not itself make it client-visible. The portal presents records authorised for that client.
Yes. The roster supports revoking client access. Review individual sharing decisions as well as the client's overall access status.
Keep the context