A client update page shows a matter's current progress, using only the fields you choose to share, and updates automatically as the matter changes.
Every public page your firm has built, including client update pages, is managed from one place under Settings.
Settings
Billing is under Admin, not here
Switch to the Detailed tables tab and choose which fields a client is allowed to see. Everything else on the matter stays private.
Columns to show
Columns to show
Two things sit outside this list and both draw on the matter's email: an item's AI summary, and the client question feature if you turn it on.
Picked or not. A column you do not pick is not on the page
The page updates when the underlying matter changes, so the link stays current without any further action from you.
Public link