Invite a client

Invite a client

Invite a company you advise that is not on TakePublic yet: it gets a short email from you, by name, with a sign-up link that works for thirty days.

You receive nothing for an invitation: no fee, discount or credit. The company pays for its own plan; your seat is free. Preparers do not invite clients; a company invites its preparer.

1. Select Invite a client on Clients and enter their name, email and company (and ticker, if any), with an optional short note; links and email addresses are left out of it.
2. Select Send invitation; the sign-up link shows once, so you can copy it.

• Counsel needs two-step verification and a bar number and state on file first, the same as for signing off.
• A company already on TakePublic adds you from its own Settings instead.
• One open invitation per address. An address invited by anyone in the last thirty days, or that unsubscribed, gets no email; the sheet reads Invitation ready and you share the link yourself.
• Every invitation email carries TakePublic's postal address and an unsubscribe link, and an unsubscribe is permanent.
• Invitations on Clients lists yours and whether each company joined.

What the company sees

The link opens a page naming you (and your firm, if you belong to one) and the seat you will hold, then takes them into sign-up with the invitation attached.

When they complete onboarding

You are seated on the new workspace; you get an email when the company finishes, and the client appears on Clients. The company is verified the way every company is: by an Active delegation to TakePublic, or by one of the Ways to verify.

• With a firm: an active firm engagement is created, and you are its lead.
• Solo: you receive a direct seat on the company.

Three kinds of invitation

A client invitation brings a new company onto TakePublic. A company's team invitation adds a person to an existing workspace in the role its admin chose. A firm invitation adds a colleague to your firm, not to a client company.