--- title: Cases shared with you description: When a client makes you their delegate on one case, you accept on the invited email and follow that case from your Cases list as a view-only summary card. product: Lexpoint — Individuals audience: People managing their own Canadian immigration doc_type: guide canonical_url: https://docs.lexpoint.io/individuals/cases/shared-with-you/ app_routes: https://my.lexpoint.io/app/delegates/invites/claim, https://my.lexpoint.io/app/cases requires: An invitation from a Lexpoint client, A Lexpoint account on the email address the invitation was sent to last_verified: 2026-09-24 keywords: case delegate, accept delegate invitation, cases shared with you, follow someone's case, view access license: Documentation © Lexpoint. Quote with attribution and a link to the canonical URL. --- # Cases shared with you A client can make you their **delegate** on one of their cases — a spouse, a parent, a friend they trust. It gives you **View** access: you follow the case from your own Lexpoint account and can contact their firm about it. It stays their case. The client starts this and signs a consent. Their side is described in [Add a delegate](/individuals/account/delegates/). ## Accept the invitation 1. Open the email headed * invited you to be a delegate* and choose **Review invitation**. The email names the client and their firm, and shows when the invite expires. It does not name the case. 2. Sign in with the address the invitation was sent to. If you are signed out, the link opens the create-account page: create an account with that address, or choose **Sign in** if you already have one. Either way you return to the invitation. 3. The page reads * invited you to act as their delegate with *, and lists **Invited by**, **Firm**, and **Access** — *View · one case* — then **What you'll be able to do**. 4. Choose **Accept**. 5. A **Verify your phone number** panel follows. Verify it under **Account → phone** so the firm can match your calls. Without a verified number, calls from you are not tied to the case. ```media id: cases-shared-invite type: screenshot caption: The delegate invitation — who invited you, the firm, View · one case, and what you will be able to do. shot: /app/delegates/invites/claim?invite= — a pending invite, signed in as the invited address, Accept visible. Demo account, light mode, 1440×900 cropped to 1383×776. Redact the inviter's name and the firm name. ``` Nothing opens until you choose **Accept**. The client receives an email that you accepted. ### When the invitation will not open | The page reads | What it means | |---|---| | **This invite was sent to a different email address.** | You are signed in as someone else. Choose **Sign in with the invited address**. | | **Confirm your email before accepting this invite.** | Your account's email is not confirmed yet. Open the confirmation message, then return to the link. | | **This invite has already been accepted.** | **Cases shared with you** takes you to the case. | | **This invite was cancelled.** | The client cancelled it. They can sign a new consent if you should still have access. | | **This invite has expired.** | Invitations last 14 days. Ask the client to sign a new consent. | | **This invite link is not valid.** | Check the link in the email, or ask the client to send a new one. | ## Find the case Shared cases sit in their own section, **Cases shared with you**, below your own cases on [**Cases**](https://my.lexpoint.io/app/cases). Each is a summary card. | On the card | What it is | |---|---| | **Shared by** | The client who made you their delegate. | | **Case ** | The case number. Quote it when you contact the firm. | | Program | The program the case is for. | | Status chip | The case status. See [Case status](/individuals/cases/case-status/). | | **Stage** | Where the case's most recently updated application stands, or *No application yet*. | | **Checklist** | How many requirements the case's applications carry. | | **Latest update** | When an application on the case last changed. | | **Firm** | The firm servicing the case. | The line at the bottom reads *View access · questions go to *. ```media id: cases-shared-card type: screenshot caption: The Cases shared with you section, with one summary card. shot: /app/cases — signed in as a delegate with one accepted grant, scrolled to Cases shared with you. Demo account, light mode, 1440×900 cropped to 1383×776. Redact the Shared by name and the firm name. ``` If you are also a member of that case, it is listed with your own cases instead. ## What View access covers - **Following the case.** The card is your whole view of it in Lexpoint. It does not open the case, its documents, or its forms. - **Contacting the firm.** You phone or email the firm named on the card about this case. The firm may discuss the case with you and record those calls and emails on it. - **Nothing on the client's behalf.** You cannot give instructions, make decisions, or sign anything for the client. ## When access ends The client can remove your access at any time, and so can the firm. From then on the card no longer appears on your Cases list. The same happens if the case is deleted. ## Related - [Add a delegate](/individuals/account/delegates/) — the client's side: consent, invite, and removal - [The Cases list](/individuals/cases/managing-your-cases/) — where the section sits - [Case status](/individuals/cases/case-status/) — what the status chip on the card means ## Frequently asked questions ### Why does the invitation email not name the case? The client typed your address, so the email names only them and their firm. The case number and program appear on your Cases list after you accept. ### Can I accept from a different email address? No. You must be signed in with the address the invitation was sent to. If you are signed in as someone else, the invitation page offers Sign in with the invited address. ### Can I open the case, its documents, or its forms? No. In Lexpoint a shared case appears only as a summary card on your Cases list. The card does not open the case. For anything else, contact the firm named on the card. ### How long does an invitation last? 14 days. The email shows the expiry date. After that the link reads This invite has expired, and the client has to sign a new consent.