How to invite a client to a matter?
- Let the client start the matter from the standard link
- Create the matter and then send the client an invite
1. Start from the standard link
The standard link approach makes possible to just put the standard link (for a particular questionnaire) in your email template / automation flows - and the client can click through from there, create an account and start filling the questionnaire.
Access a questionnaire that has been started
The client can click the link again to get into their account - if they are no longer logged in they can choose "sign in", or if they are still logged in the system will prompt them and lets them re-open their questionnaire:
(Alternatively you can just open the link in an incognito window)
2. Create the matter and invite the client to it
You may want to create the matter yourself, fill in some of the information on the client that you already have, and then invite the client and any other user to follow.
To do so you first create a matter from the 'matters' screen:
Once created, you'll be redirected to the matter details screen. From here you can open the questionnaire and add any information on behalf of your client if needed. When you're ready, you can send the client an invitation from the 'Client Users' tab, then clicking on Manage Client Users.
From here you can invite new clients by adding First and Last name and their email address.
To invite existing clients to a new matter/questionnaire, click on the Existing Client User tab to look for the client.
Note: You are able to invite as many client users as you need to a matter/questionnaire. Besides the client, you may invite the Spouse, Children, or any other client user to the same questionnaire.
The client will receive the invitation via email:
