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

1. From the Matter Details screen, go to the Client Users tab.

   

2. For each spouse, enter their First Name, Last Name, and Email Address. Then click Send Invite.

   

3. After inviting, you’ll see a confirmation showing invite status, expiration, and the ability to resend or manage the invitation.

   

4. 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.

Frequently Asked Questions

Do spouses share one login?

No. Each spouse receives their own invitation email and secure login link, so they can log in separately while sharing access to the same matter and questionnaire.

Does it matter who opens their invite first?

Yes. Make sure the main client is the primary contact in the questionnaire, with their spouse set as Spouse. Otherwise the spouse might enter their details in the wrong place if they open the invite first.

What if one spouse never received the invitation email?

Go back to the Client Users tab and click Resend Invite next to their name.