video1.0<iframe src="https://www.loom.com/embed/10014f8ca0474e6494c23e92ae43e0d1" frameborder="0" width="1280" height="960" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>9601280Loomhttps://www.loom.com9601280https://cdn.loom.com/sessions/thumbnails/10014f8ca0474e6494c23e92ae43e0d1-52d6c64e9253089c.gif109.327In this video, I walk you through the process of inviting a client from your dashboard. First, click the Quick Add Client button, then enter your client's basic information, including their name, email, and phone number. Make sure to select their role and enter the case number, ensuring you are assigned to the case. You can choose to send the invitation via email or text, and there's also an option to share a QR code if you're meeting in person. Please follow these steps to get your client engaged with their case!