How to Share Client Portal Requests with Watchers

Objectives

• Add Watchers in the Client Portal ( who have access to shared items in the portal)

Steps

Watchers are client portal users with whom you can share requests (matters and contracts). This enables them to track and view these requests directly from their client portal account.

To share matter or contract request with watchers, open the request page in the client portal

Under the People section, search for watchers and add them.

You can search for watchers using either their Name, username, or emails.

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.

Watchers can therefore access these matters and contracts from their client portal page.

For more information about LEXZUR, kindly reach out to us at help@lexzur.com.

Thank you!