Add a client

Sunlight has two kinds of users — staff members who work cases, and clients. You can add clients to a matter and/or you can invite them to connect with you and your team through Sunlight.

Add a client to a new matter

1. Go to Matters → + Client Intake.
2. Choose Create or Link a Matter or Client only (no matter).
3. New matter: Provide the Case Title, Desscription, Filed Date, Case Number, Status (from dropdown) County, State, Judge and Courthouse/Site.
4. Client only: Enter the client's name (required); provide a valid email to invite them to the portal. You have the option to designate Ethnicity and add a Phone Number for secure messaging. Make sure you indicate for both email and phone if it is a Safe to Contact communication channel. To opt-in to Sunlight's mobile messaging you need to click to confirm "Client has verbally consented to receive SMS messages.
5. Click Complete Intake to add the client or +Add another client to continue adding clients.

Invite a client to join Sunlight

Note: Sunlight access and case visibility are separate. To add the client to the Matter, open the Matter and choose Link Existing Client and search by name or email, then assign their role on the case to set visibility permissions. 

Trouble? Contact your case worker or email support@getsunlight.org.