Your firm can send Invoices or Documents through Caseway, CARET Legal's secure client portal.
If a Contact does not have a Caseway account, an invitation via email is sent when a Document or Invoice is shared with them, as well as an SMS text message with a unique activation security code.
To register for Caseway:
- The Contact simply clicks Register Account in the email to start the wizard.
- The Activation Code sent via Text is entered in the field provided in the next screen.
- Then Activate is clicked to proceed to the next screen of the wizard.
This screen requires a Username and Password to be entered.
After the Contact clicks Register.
After the Contact registers an Account, the document will be available in Caseway.