Invite Beneficiary while creating a case

Law Firms have the ability to directly select (if already added to the system) or invite (if not in the system) both the Petitionary and the Beneficiary during the case creation process.

Click here to learn how to create a Case.

When creating a case, depending on the Type of the Case, both the Petitioner and the Beneficiary may be required. This requirement can be fulfilled in the case creation popup if either the Petitioner or the Beneficiary has not yet been added. The user can invite the Beneficiary by selecting the option “Add Beneficiary”.

Click here to learn how to set password for a Beneficiary.

Similarly, a Petitioner can also be invited by selecting the option “Invite Client”.

Click here to learn more about inviting a Client / Petitioner.