What will my potential client see when I email them a consultation fee invoice directly?

When a case is closed, what does the active client experience?

What does an active Client see when a case is closed?

This article walks you through what your client sees after a comment is left on a shared item.

What will my client see when I add a comment?

This article walks you through what your client sees after a task is shared with them through MyCase.

What will my client see when I share a task?

This article walks you through what your client sees after an invoice is shared with them through MyCase.

What will my client see when I share an invoice with them?

This article walks you through what your client sees after an event is shared with them through MyCase.

What will my client see when I share an event?

This article shows what clients see when you send them an invoice reminder.

Invoice Reminders for Clients

You have the option to directly email an invoice from MyCase to your client's email inbox.

What will my client see when I email them an invoice directly?

This article walks you through what your client sees after you ENABLE their Client Portal.

What will my client see when I invite them to the portal?

This article walks you through what your client sees after a document is shared with them through MyCase.

What will my client see when I share a document?

You have the option to directly email an Intake Form from MyCase to your client's or potential client’s email inbox.

What will my client see when I email them an Intake Form?

Requesting Funds- What will my client see?

You have the option to directly email a document from MyCase to your client's or potential client's email inbox and request their signature.

What will my client see when I request an eSignature?

What will my client see?

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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