MANAGING CLIENT VAULTS

Click on the Manage Access Link

Here, you will see your client's vaults and the email records that have been shared with you.

SEND CLIENT INVITE TO SETUP A FREE CASEMAIL VAULT. 

Note: Both accounts must be verified before you or your client can access this feature. 

Step1: Click on Client Vaults, then click Request Access. 

Step 2: Confirm an attorney-client relationship exists.

IMPORTANT! Please note that your client's email address must be the same as the account with the emails and documents that need to be shared with you

CaseMail will send your client a secure link to set up a 90-day account with no subscription cost. 

Client Account Features

During the 90-day account activation, clients can view, track, certify, and share email records with only you. 

Clients are only charged a one-time fee of $5.00 for identity verification and if any of their emails are certified. 

(See Certification Costs:)

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