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.
Call do not disturb
You will not be rung in the app for inbound calls on the teams you select. Forwarding and voicemail for those numbers are unchanged.
Teams
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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.