Clients can access their data by signing in after being invited and creating their account.
Upon logging in, clients are presented with a simplified dashboard compared to the law firm's interface. They can view basic information about their portfolio here.
Active email alerts sent from RightHub include direct links to upcoming tasks or deadlines, allowing clients to quickly access relevant sections.
Clients can drill down into records and cases for a view-only experience.
They cannot edit or change any data managed by the law firm.
Clients can communicate with the law firm via tasks, events, documents, or activity logs to collaborate effectively.
