How to share documents with the client
Open MatterSuite and go to the Documents section.
Click Files Only and choose the document you want to share.
Click the three dots next to the file and select Share.
Pick your client from the list and click Save.
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How can a client pay invoices
The client logs in to their Client Portal. They go to the Billing or Invoices section. They open the invoice and click Pay Now
Overview
The Client Portal is a secure online space where clients can view updates about their case. Functionality:- Clients can view tasks, download shared documents, see matter details, and check invoices or payments. Use:- It helps clients stay informed ...
How to Enable the Client Portal
Go to the Matter and click on any specific client in your system. Enable the Client Portal Access option. The client will receive an email invitation to log in.
Sharing a Matter with External Legal Professionals (Co-Counsel Guide)
A Co-Counsel is an external legal professional, such as an outside attorney or a specialized expert, that you bring into a specific matter to work alongside you. They only get controlled access to the documents, tasks, and information you choose to ...
How do I search for a document?
Go to the Documents tab. Click the Search bar on the right side. Type the document name. The matching files will appear.