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Each matter has a client portal — a private, secure page where your client can view documents you have shared, upload files, and receive updates. Access is granted by sending a portal invite.

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Before you send an invite

The client must already be added to the matter as a contact. If they are not on the matter yet, add them first via the Parties tab.

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How to send an invite

  1. Open the matter
  2. Go to the Portal tab
  3. Find the client in the contact list and click Send Invite
The client receives an email with a secure link. The link is unique to that client and that matter — it cannot be used to access any other matter. The portal link does not require a password. Clicking it signs the client in automatically for that session. Links are valid for 7 days. If a client’s link expires, send a new one from the Portal tab — this takes a few seconds and immediately revokes the old link.

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Who can receive a portal invite

Any contact on the matter can receive a portal invite. You are not limited to one client per matter. If a matter has multiple clients or authorized family members, each person gets their own unique link.

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What happens after you send the invite

The client appears in the Portal tab with a status of Invited. Once they click their link and access the portal for the first time, the status updates to Active.