Caseway, is CARET Legal's secure client portal which allows you to share Invoices and Documents with your Clients.
|Clients must be invited before they can log into Caseway.|
- Click the Documents tab, then hover over the date column to display More Actions. Select Share via Portal from the drop-down menu.
- Click the Accounting icon, then select the More icon from the far right of an
approved Invoice. Select Share via Portal from the drop-down menu.
- Either the Share Document via Portal or the Share Invoice modal displays.
- Enter the Contact(s) you would like to share the Document or Invoice with, then click NEXT.
- Enter a PHONE NO. and EMAIL in the required fields and click SHARE.
- The Contact(s) will receive an email with a link to register their account, as well as an SMS text message with a unique activation security code needed in order to complete the registration.
- When they click REGISTER ACCOUNT in the email, they will be redirected to Caseway.com where they can enter the Activation Code they received in the SMS text message.
Afterwards, another screen appears asking them to create a Username and Password.
After they click Register they can access www.caseway.com at any time.
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