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.

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.

Screenshot coming soonThe delegate invitation — who invited you, the firm, View · one case, and what you will be able to do.

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. 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.
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 .

Screenshot coming soonThe Cases shared with you section, with one summary card.

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 — the client’s side: consent, invite, and removal
• The Cases list — where the section sits
• Case status — what the status chip on the card means