Hello, and welcome to the HoudiniEsq article on Remote Client Access, or RCA for short. This feature allows any Contact who is a Related Party to a Matter to access specific Documents, Notes, and Calendar Events for that Matter. If the Contact is also a Client, they can access Invoice information as well as pay their invoices directly via LawPay integration.
First off, we will need to set the Contact up for RCA authorization. To do this, go to the Contact Dashboard, search for and select the Contact you wish to authorize, and then select the “Remote Client Access (RCA)” section at the bottom of the Details form.