May 11th, 2026

New

Platform

Invite external clients directly into a matter

Sharing a matter with an external client used to mean sharing a workspace, timeline or board separately. Matters now have a first-class external share flow that drops the client straight into the matter's client portal view.

What is new

  • External tab on the matter Share popper lists everyone who already has access.
  • Invite a new external user with first name, last name, email, phone and country code — phone numbers are normalized automatically.
  • Validation is enforced server-side: malformed emails or phone numbers are rejected before an invite is sent.
  • Dedicated client view — invited users land on the /client/lawsuits/... route and see only the widgets configured for the Client role.
  • Revoke access in one click — removed users immediately lose access to the matter and its data.

Why it is useful

Most matters need at least one external participant — a client, a counterparty, a co-counsel. Giving the matter its own share flow (instead of routing through a board or timeline) means the right person ends up with the right view, with the right permissions, on day one.