Invite Clients
✉️ Single Invite
📄 Bulk CSV Upload
🔗 Import from Clio
Send an invitation
Your client will receive a secure link to create their vault. Takes 30 seconds.
Employment
Personal Injury
Business
Family
Real Estate
IP
Criminal
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Message Preview
From: Jane Smith, Esq. via LitigationVault.ai
To: maria.perez@email.com
To: maria.perez@email.com
Hi Maria,
I've set up a secure AI workspace for your case through LitigationVault.ai. This lets you use AI to ask legal questions, upload documents, and organize your case — and everything stays protected by attorney-client privilege because I'll be reviewing it.
Click below to create your account. It takes 2 minutes.
Create Your Vault →
I've set up a secure AI workspace for your case through LitigationVault.ai. This lets you use AI to ask legal questions, upload documents, and organize your case — and everything stays protected by attorney-client privilege because I'll be reviewing it.
Click below to create your account. It takes 2 minutes.
Create Your Vault →
— Jane Smith, Esq.
Smith & Associates LLP
Smith & Associates LLP
What happens after you send
1
Client receives invite via email or text2
They click the link and create their account3
They sign the AI Use Agreement4
Their vault activates — conversations appear in your review queueInvitation sent!
Your client will receive the invite and can set up their vault in under 2 minutes.
ClientMaria Perez
Sent viaEmail
CaseEmployment
Required columns:
Optional columns:
first_name last_name email case_typeOptional columns:
phone — clients with a phone also get a text invite · matter_name — auto-links to Clio matter if connected
Drop your CSV file here
Or click to browse. We validate every row before sending.
Supported: .csv, .tsv · Max 500 rows
Preview(8 clients)
7 valid
1 error
| # | Name | Phone | Case Type | Matter Name | Status | |
|---|---|---|---|---|---|---|
| 1 | Maria Perez | maria.p@mail.com | (555) 111-2233 | Employment | Perez v. Acme Corp | ✓ Valid |
| 2 | James Liu | jliu@mail.com | (555) 222-3344 | Personal Injury | Liu v. Metro Transit | ✓ Valid |
| 3 | Priya Sharma | priya.s@mail.com | — | Business | Sharma v. TechCo | ✓ Valid |
| 4 | Carlos Mendez | cmendez@mail.com | (555) 444-5566 | Employment | — | ✓ Valid |
| 5 | Rebecca Foster | rfoster@mail.com | — | Family Law | Foster v. Foster | ✓ Valid |
| 6 | Derek Washington | dwash@mail.com | (555) 666-7788 | Criminal | State v. Washington | ✓ Valid |
| 7 | Hannah Kim | hkim@mail.com | — | Real Estate | Kim Property Dispute | ✓ Valid |
| 8 | John — | missing email | — | — | — | ✗ Error |
7 invitations sent!
Each client received a secure link. Clients with phone numbers also got a text invite. You'll be notified as they sign up.
7
Sent
4
Also texted
1
Skipped
9
Slots left
Import clients from Clio
Pull your active client list from Clio Manage. Matters auto-link to their vault, case types are detected from practice areas, and phone numbers sync for text invites.
Your Clio account is connected. We'll only import clients with active matters.
Found 5 clients in Clio
5 ready to invite
| # | Client | Phone | Clio Matter | Detected Type | Action | |
|---|---|---|---|---|---|---|
| 1 | Elena Vasquez | evasquez@mail.com | (555) 901-2345 | Vasquez v. Metro Corp | Employment | ✓ Include |
| 2 | Michael Okafor | mokafor@mail.com | (555) 234-5678 | Okafor Slip & Fall | Personal Injury | ✓ Include |
| 3 | Jennifer Walsh | jwalsh@mail.com | — | Walsh Family Trust | Real Estate | ✓ Include |
| 4 | Andre Phillips | aphillips@mail.com | (555) 678-9012 | Phillips v. State | Criminal | ✓ Include |
| 5 | Sanya Patel | spatel@mail.com | — | Patel IP Dispute | IP | ✓ Include |
5 invitations sent from Clio!
Each client received a secure link. Clio matters are already linked — time entries sync automatically when you review their vaults.
5
Sent
3
Also texted
5
Matters linked