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What will my client see when I invite them to the portal?
What will my client see when I invite them to the portal?

This article walks you through what your client sees after you ENABLE their Client Portal.

Written by Crystal Lindsey
Updated over a week ago

Once you’ve granted access to a contact, MyCase sends an email on behalf of your law firm welcoming them to their MyCase account. The email contains login instructions and a link to set up their secure password.

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TIP: Linking a client or contact to a case does NOT automatically share case information with that person. You will need to select which particular items you want to share.

Once your client clicks the Activate Now button, they are asked to create a password and then taken to the portal.

They will not be able to view anything related to their case until you have specifically shared something with them (e.g., a document, event, invoice or message). If they are linked to a case, your client will be able to send you a new message and upload documents for your review.

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As you begin working on the client's case you may not want to share every piece of case information, so we always default to not sharing items until you specifically check off an item to share. For instance, if you upload 5 documents into the system but you only share one with your client, they will have no idea that the other four exist in the system.

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