Math4Law Documentation

Client Access ​

Subscription-Only Feature

The Client Access feature is available with an active subscription.

Share a Sworn Financial Statement with a client, allowing them to enter their data.

IMPORTANT! Clients never update your file!
They update a separate copy of the Sworn Financial Statement. To incorporate the client's changes into your file, you have to import their changes.

The Process ​

Share a Sworn Financial Statement with a client ​

  • Press the Add Client Access button.
  • Enter the client's name and email address
  • Select how to notify the client: send an email to the client, send an email to the client and CC yourself, or skip the email and copy an invitation link, if you'd rather send it from your email account.

Client-Side Actions ​

  • Check the inbox for an invitation email.
  • Click the link in the email, create a password, and register.
  • Enter the Sworn Financial Statement data.
  • Press the notification button to notify the law firm when they are done entering data.

The Client Access list shows the status of each client file: Waiting for Client to Register, Client Registered, Started, In Progress, Ready for Review, or Inactive.

If the client did not receive the invitation email, press the Send Another Email button to resend it, or press the Copy Invitation Link button to copy the registration link and send it yourself.

Merging Data ​

  • Go to the client access page.
  • Press the review button on the Client Access record
  • Review the changes the client made and import them to your file. Use the section tree to navigate the differences.
  • You can merge all data in a single click, or review each data item and decide whether to accept or decline it.
  • You can also copy values in the other direction, from your file to the client file. Both directions work for a single field, a section, or the entire file.

Actions ​

Select the user to notify when the client is done. You can select any active user on your account.

Deactivate client access at any time by pressing the Deactivate link. Press it again to activate access again.

Delete client access to delete the client file and prevent future client access to it. If the client has already started entering data, deleting the access deletes that data as well, and you will get a warning before proceeding.