How do I establish a connection with my attorney in AppClose Version 2?

  • Your attorney must have an AppClose account
  • Select the chat tab
  • Once on the chat tab select the magnifying glass (search) in the upper right hand corner
  • App_Close.png
  • In the search field enter your attorneys name (our example is Robert Webster)
  • Press “connect” and the attorney will be sent a request to connect the accounts
  • App_Close_15.png
  • As soon as your attorney authorizes the connection you will be notified and connected to your attorney. The established connecting between attorney and client will allow you to chat and archive the chat with your attorney and the attorney will have the option to send invoices via the app
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