This article explains how to invite Clients and Contacts to Portal in Insight™ Legal.
Sending Case Invites Via the Matter
| To invite a client or contact to Portal, they must have an email address stored against them. They must be invited per matter (e.g. if the client has a sale matter with you, and a separate purchase matter, they will need to be sent two invites). |
- Go to Case Enquiry
- Search for relevant Matter
- There will be an icon for inviting the client/contact to portal. Hovering over the icon shows which email address the invite will send to
- Click the icon
- A Case Invite will pop up
- Enter an Expiry Date and a Case Role
- Click Send Invite
- A pop up will appear confirming the invite
| After sending the invite, the client will receive an email inviting them to Portal, where they can reset their password and log in to view their matter. If the client has multiple matters, you will need to send one invite for every matter, but they will be able to access all of their matters using the same login/account. |
Sending Case Invites Via the Workflow
A new Workflow action type has been created called Invite to Portal. As always, you can enter a Name and any Notes. You then need to enter the following details:
- Invitee Type – this is a choice between Client and Contact, and is the same across all firms.
- Relationship Type – this is only available if Contact is chosen as the Invitee Type. All contact relationship types for the firm should be listed.
- Role – this pulls through the Case Roles as set up in Portal Settings.
- In the Task tab in Case Enquiry, you will need to choose the Invitee, Email, Role and Expiry Date before running the task.
| After sending the invite, the client will receive an email inviting them to Portal, where they can reset their password and log in to view their matter. If the client has multiple matters, you will need to send one invite for every matter, but they will be able to access all of their matters using the same login/account. |