Inviting Clients to Register at your DirectLaw Web Site
The DirectLaw platform functionality includes a registration function, allowing your Web site visitors to register, thereby creating their "client space" or client account through which then can interact with you and your firm.
You may find that existing or in-office clients may welcome this type of online interaction and enjoy the convenience of sharing documents/files with the firm in a secure environment; communicating with you; paying invoices for legal fees/bills; and much more.
The Attorney Dashboard includes an "Invite Client" function which makes it easy to individually invite clients to register at your site.
Here's how to do it:
-- Log into the firm's Attorney Dashboard
-- Click on the Client Admin tab
-- Click on the Invite Client link (found below the Search box/function)
-- Enter the client's e-mail address
-- Use the standard text we provide -- OR -- insert your own subject line and message
-- Click on Send.
It may look a bit complicated, but it's not.
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Palm Beach Gardens, FL 33418
FAX: (888) 592-9907
Phone: 1-800-481-1025
www.directlaw.com