Law Firm Client Portal Onboarding: Invite Workflow, First Login, and Adoption Tips
Onboard clients to your law firm portal with a repeatable invite workflow—magic links, access control, and habits that boost login rates.
You will not be rung in the app for inbound calls on the teams you select. Forwarding and voicemail for those numbers are unchanged.
No teams available.
Check the teams you want to change, then turn Do not disturb on or off.
Teams to update
Used when you turn Do not disturb on. Ignored when turning off.
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Onboard clients to your law firm portal with a repeatable invite workflow—magic links, access control, and habits that boost login rates.
Give clients a portal calendar for court dates and hearings—without exposing internal prep. Control visibility, sync reminders, and cut missed-appearance calls.
Legal fee payment plans in MyLawyerLink: preset or custom schedules, per-installment invoices, optional client email, task automation for overdue installments.
Learn how to maximize the effectiveness of your client portal and improve client satisfaction.