There are two ways your Internal Clients can follow a matter:
1. Automatically
To automatically invite your legal intake requesters to be followers on a matter and therefore have access via the Internal Client Portal, your Administrator will need to:
- Click 'Admin' in the top navigation menu
- Click 'Xakia Plus' or 'Xakia Advance' in the left hand menu panel
- Under the 'Legal Intake' tab, click on the 'Settings' tab
- Under the 'Feature Settings' section, toggle the setting for 'Auto-Invite Followers' to 'On'
2. Matter-by-matter
If you have an existing matter, or would like to grant access to an internal client specifically each time:
- Open an existing matter
- Click on the 'Matter Followers' icon next to the 'Actions' button in the top right hand corner
- A slide-out will display all the Xakia users, Internal Clients and External Collaborators who have access to this matter (albeit that their access levels/information vary)
- If you would like to add an internal client to the matter, simply click the '+' button in the 'Internal Clients' section and start typing a name to search
- Select the user and click 'Save'
- This Internal Client will have access to the matter next time they login to the Internal Client Portal
If you require more information or support, you can get in touch with the Support team here or email support@xakiatech.com.