How to invite both spouses to a matter
When you're working with a married couple, you can give both spouses access to the questionnaire by inviting them as Client Users on the same matter. This allows them to log in separately, enter their information, and collaborate.
When to Use This?
Use this whenever you're working with married or partnered clients who both need to:
- Review or fill out the intake
- Enter details about shared assets, children, or plans
- Sign off or confirm information independently
How to Invite Both Spouses
From the Matter Details screen, go to the Client Users tab then click Manage Client Users.
For each spouse, enter their First Name, Last Name, and Email Address. Then click Send Invite.
After inviting, you’ll see a confirmation showing invite status, expiration, and the ability to resend or manage the invitation.
- Repeat the process to invite the second spouse.
Each spouse will receive their own invitation email with a secure login link. and they’ll share access to the same matter and questionnaire. If someone missed or deleted their invitation email, you can easily resend it. Just go back to the Client Users tab and click Resend Invite next to their name.
NOTE: Make sure the main client as added as the primary contact in the questionnaire, with their spouse set as "Spouse". This ensures the correct person fills out the primary info, otherwise, the spouse might enter their details in the wrong place if they open the invite first.