Add a client to your hub

Add a client to your hubHub Your law firm's own client portal, with its branding, its team and all of its cases in one place. so you can put them on their cases. Adding them doesn't contact them.

1. 1

   Open Add User

   In Users, choose NEW.

2. 2

   Enter their details

   Type the client's email address, or switch to Phone and type their mobile number. Then fill in First Name and Last Name.

3. 3

   Save the client

   Leave Role: at clients and choose Save.

What happens next

Nothing is sent yet. To invite the client, add them to their case with Email user about case assignment ticked. They get the invitation by email, or by text if you used their phone number. See Invite a client to their case.

They start with your language and time zone, and can change both on their profile.

If something goes wrong

• "User with username already exist." They're already in your hub, and active.
• "This person is already in the hub but disabled. An Admin or a Manager can turn them back on from the Disabled tab in Users." Turn them back on from the Disabled tab instead of adding them again.
• "Email is invalid. Example: username@example.com." or "Phone is invalid. Example: +12035556677" Check the email address or number.