There are two ways you can invite your contacts or clients to create and register a Legacy Architects account.
Option 1:
Send them your unique Legacy App Client Self-Registration Link:
You can send your clients your unique self-registration link, attach it to your emails, or attach it to your automations. You can find your unique self-registration link by following these steps:
1. Click the Profile picture icon on the upper right corner to pull up the options:
2. Click the Law Firm Account option:
3. You will see your client self-registration link in the Law Firm Account page. The link is highlighted in the screenshot below:
Option 2.
You can add your clients or contacts straight to the vault.
1. To create a new contact in your Legacy App account, click the Create Vault button at the top right.
2. A pop-up will appear. Complete the fields in the pop-up as completely as possible. Take note of the checkboxes where you can indicate whether an email address (that for the the single or primary person, and/or that for their spouse or partner) should be sent an email invitation to activate and join their client vault.
3. Once you click "Create and send invite" button, you will see a confirmation message at the bottom of the pop-up window:
Note: If an email address is already in use with a different vault, you will get an error message indicating the error:
