Blog/ Clients
Bring co-clients and representatives into a matter
Matters rarely involve just one client. Families, co-owners, company representatives and guarantors all need to see something, but not everything.
Participants
The case team can now invite people into a matter as a co-client, representative, family member, guarantor or witness. Each invitation names the matter, sets what the person can do, and can require an identity check before they’re let in. When the check is approved, access switches on automatically.
Participants see the client’s name only (not the rest of the client’s profile), and only the matter they were invited to.
Client presets
Firms can now define client presets: what clients can see and do across documents, uploads, signing, payments, messages and meetings. Apply them firm-wide. Clients can also message their case team in a dedicated client chat per matter, kept separate from the staff discussion.
