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Therefore, first, manage the clients from the "Manage Clients" page within the client portal section in the system settings.
Clients in the same company can add each other as watchers.
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You can now add watchers within your requested matters and contracts from the client portal.
Similarly, the legal team can specify the watchers while sharing a matter/contract with the client portal.
Therefore, from the matter/contract page, choose the "Show in Client Portal" option.
Then you have to specify who requested the matter and add the watcher.
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Watchers can therefore access these matters and contracts from their client portal page.
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Learn more about managing the Client Portal here. |
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