Clients get invited to their portal automatically

Opening a case now sends the client a portal invite by email. It explains that your firm uses CaseLantern to keep them updated and links them straight to sign-in — signing up with the same email address connects them to their case automatically.

For clients who were added before this change (or who lost the email), there's a Send portal invite button in the workspace Portal pane and on the case settings page whenever a client hasn't signed up yet.

No more clients who never find out the portal exists.