Law firms · Client portal
Invite a client to the portal
Give clients controlled access to matter messages, documents, and bills.
Invite flow
Open the matter, go to Clients, and invite the client by email. The invitation creates matter-scoped access after the client accepts.
What clients can see
Clients can see only the matters assigned to them. Within those matters they can review bills, payment links, documents, and secure messages.
Troubleshooting
- Confirm the invite email address is correct.
- Revoke access when representation ends.
- Use matter messages for file-specific communication.