Sending & Accepting Matter Invites

How to Accept a Matter Invite

There are three ways to accept an invitation to a Matter:

1. Click on the "View Invitations" button in the banner at the top of the screen.
2. Select "All Matters" from the Global Menu at the top of the screen and then click on "Invites."
3. Click on the link in the email notification you received.

How to Send a Matter Invite

There are four ways to send an invitation to a Matter:

1. Navigate to "All Matters" and click on the "Invite" button (to the right of "New Matters +").
2. Navigate to "All Matters," click on "Invites," and select the "Invite to Matter" button on the right hand side of the Invites page. 
3. Click the "Invite to Lupl" button in the global menu screen at the top of the page. 
4. Navigate to the Matter and click on "Manage Team." Matter Owners and Admins can send invitations, set user permissions for the Matter, and remove team members form the Matter from this screen. 

Notes:

• Only Matter Admins and Owners can invite team members to a Matter. 
• Make sure to send the invite to the same address the recipient used (or will use) to sign up for Lupl.