How to invite a client to a matter?

1. Let the client start the matter from the standard link
2. Create the matter and then send the client an invite

1. Start from the standard link

This is the simplest option. Put the standard link in your email templates, your website, or your automation flows. The client clicks through, creates an account, and starts filling in the questionnaire. There is nothing to set up on your side first.

Access a questionnaire that has been started

If the client needs to come back later, they can open the same link again. If they are logged out, they choose Sign in. If they are still logged in, DecisionVault recognizes them and lets them reopen their questionnaire:

(Alternatively you can just open the link in an incognito window)

2. Create the matter and invite the client to it

Use this option when you want to create the matter yourself, fill in information you already have about the client, and then send them the invitation when you are ready. It takes three steps.

1. Go to Matters and click Add in the top right corner to create the matter:

2. You land on the Matter Details screen. If you want to fill in information you already have, click Open Questionnaire and add it on the client's behalf. When you are ready to invite the client, open the Client Users tab:

3. On the New Client User tab, enter the client's first name, last name, and email address, then click Send Invite:

If the client already has an account with your firm, for example from an earlier matter, use the Existing Client User tab instead and search for them. They will be added to this matter without needing to create a new account:

The client receives an email invitation with a Log in button to finish creating their account. The link in that email expires after 7 days:

Frequently Asked Questions

Which option should I use?

Use the standard link when you want clients to start on their own, for example from your website, an email template, or an automation. Create the matter and invite the client when you want to enter some information first or control exactly when the invitation goes out, or if they are an existing user and you want them to start another questionnaire.

How long is an invitation valid?

The link in the invitation email expires after 7 days. If it expires before the client accepts it, open the matter, go to the Client Users tab, and resend the invitation. See the article What can I do if the client's user invitation expires before they can accept it?

Can I invite more than one person to the same matter?

Yes. Invite as many client users as you need, such as a spouse, children, or anyone helping the client. Each person gets their own login to the same questionnaire. See the article How to invite both spouses to a matter.

How can I see what my client sees when they open a standard link?

Copy the link and open it in an incognito or private browser window. You will land on the same create account screen your clients see. You can also click your email address in the top right, choose Logout, and then open the link.