Share a matter in the client portal
Invite the client to the portal, post case updates and exchange secure messages.
Open the Client portal tab
On the matter page, open the Client portal tab.
Invite the client
Under Client portal access, enter the email address and select Send invitation. The client signs in with a link sent to that email. Use Share this matter or Stop sharing this matter for people who already have access, and Revoke to end access straight away.
Post a case status
Under Case status for the client, write a plain-language update and select Save update. Avoid privileged strategy.
Send secure messages
Under Secure messages with the client, write a message and select Send. The client gets an email saying there is a new message, without its contents, and reads it in the portal. You can see when it was read.
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