To add in your clients, click on the “Add Client” link from the left side menu. Once you are on the page, enter the details of your client. All fields are mandatory, however, you can put anything you would like in there. After you have filled in all of the fields, click on the “Create Account” button. At the top of the page you will see the system message: “User account successfully created.” If there was an error in creating the account, it will notify you of the issue and allow you to correct it.

If you wish the client to receive an email containing their username and password, then make sure the box next to “Send him an email containing the username and password” is checked, otherwise, you will have to notify the client of their login. You can change your clients' details anytime, or they can make the change from within their client account.

When you create the client account, your client's account will be automatically generated and added to your Live Lawyer™ account. No one but you and the client will be able to see your clients' information, or access their accounts.

After creating the client account, they will be able to securely login and schedule meetings with you, attend scheduled or unscheduled online meetings and update their account details. You can also perform the same actions from within your account, by navigating to the “Manage Clients” area.