Rocket Matter Knowledge Base Invoice SharingHow to set up a Client Portal Account

How to set up a Client Portal Account

The portal is a secure and discrete location where you can share invoices, documents, and calendar events with your clients.

If you use LawPay, you can integrate your LawPay account to be used with the portal.

Following are instructions on how to set up your clients with a portal account:

1.  Navigate to a contact you'd like to invite to portal.  

3. Click "Invite to Portal".

4.   Your contact will receive a portal email invite, where they will access an email with instructions to "Click here" to register.

5. View shared documents and update personal information.