Objectives
- Share Contracts with Requesters or watchers
- Share Attachments with the Client Portal
- Share Milestones with the Client Portal
- Add Collaborators to Approve and Sign Contracts
Steps
LEXZUR Client Portal allows legal teams to collaborate and communicate with their clients and requesters. Requesters will connect with the legal team to share data and collaborate on matters, cases, and contracts.
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Share Matters/Contracts with Clients:
To share a contract with your clients via the client portal. Open the contract you wish to send, from the main application.
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Share Attachments with Client Portal:
Additionally, users can share the related attachments with their clients in the client portal.
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Share Milestones with Client Portal:
Milestones will be visible in the client portal by default if the Contract is visible in the portal.
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Add Collaborator to Approve and Sign Contracts:
In Contra, users can add their collaborators as approvers or signees.
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