LAST UPDATED
19/01/2026
Client Account Set up
Walks through the initial account initialisation for clients, ensuring they are securely onboarded and ready to interact with their legal team.
Onboarding
Client Onboarding
Client Onboarding Made Simple - Complete Account Creation
Previously, client account setup required manual creation and password assignment, creating friction in onboarding. With this feature, client accounts are created automatically when clients are added to referrals. The system generates secure profiles and sends invitation emails with magic links for passwordless access.
Frictionless Profile Completion
When clients click their magic link, they are logged in and guided through a streamlined profile completion process. This happens in context as they use the platform, ensuring essential information is collected without overwhelming the client.
Security and Linking
Client profiles are automatically linked to their parties in referrals. The system uses time-limited, cryptographically signed magic links for security, and ensures clients can only see their own cases. This provides a seamless start for clients while maintaining strict data protection.