Your vault is active

Invite your first client

Your client will get a link to create their vault. Every AI conversation they have is privileged, vaulted, and shows up in your review queue.

✓

Account

✓

Practice

✓

Agreement

First Client

Send an invitation

Enter your client's info below. They'll receive a link to set up their vault in under 2 minutes.

Client First Name

Last Name

Send invite via

📁

Optional

Case type

Employment

Personal Injury

Business

Family Law

Real Estate

Criminal

Mass Tort

Other

AI models this client can use

Your firm defaults are pre-selected. Adjust per client if needed.

Claude

✓

ChatGPT

✓

Gemini

✓

Private

✓

Message your client will receive Show preview ▾

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 the link below to create your account. It takes 2 minutes.

[Secure link will be generated]

— Jane Smith, Esq.
Smith & Associates LLP

Your client will sign the AI Use Agreement when they create their account.

✅

Invitation sent!

Your client will receive the invite and can set up their vault in under 2 minutes. You'll be notified when they join.

ClientMaria Perez

Sent viaEmail

Case typeEmployment

AI modelsClaude, ChatGPT, Gemini

What happens next

Your client receives the invite via email or text

They click the link, create their account, and sign the AI Use Agreement

They pick their AI model and start using their vault

Their AI conversations appear in your review queue with urgency flags

You review, approve, and bill through Clio — done

Go to Dashboard

You can always invite more clients from the Clients tab in your dashboard.

Have many clients to invite?

You can also invite clients in bulk from your dashboard. Two options:

📄

Upload a CSV

Upload a spreadsheet with client names, emails, and case types. We'll send all invitations at once.

🔗

Import from Clio

Pull your client list directly from Clio and invite them with one click. Matters auto-link.