App4Legal Client Portal is an add-on that allows App4Legal users allows legal teams to collaborate and communicate with their clients . It is a highly configurable portal that will connect the clients of the user’s company with the company itself. The Client Portal reduces back and forth emails as well as increases efficiency by focusing on automation. Through it, clients will be able to know the latest updates on their matters as well as provide their lawyers with requested informationand requesters. Requesters will connect with the legal team to share data and collaborate on matters, cases, and contracts.
How to access it?The admin will be able to access
First, to use the client portal
...
The admin will scroll to the Client Portal box in order to set up and configure the module.
A list of the active customers is viewed with their details. The green dot indicates that the customer is active. The admin can use the advanced search to search for a specific customer.
The link at the top of the page should be copied and shared with the client in order to access the portal. The link can either be shared via email or embedded in the website of the company.
The client will be directed to a page in order to enter the credentials given. The company can configure the page to include their logo.
The client can access the system and choose between request types the admin has created beforehand.
The client is requesting legal opinion/advice from the legal team.
The client will be able to fill out the necessary fields the admin has created and submit them to take the appropriate action.
- The Subject is the request name or title.
- Priority is the priority of the request by different business rules
- Select the Due date for this request
- Description is the description of the request which can help the legal team to better understand the request.
- Payment Term: The payment term is a custom field that can be configured in the system.
- The client can attach any file related to this request and then save it.
, the admin should provide the URL located at top of the page.
As a client, use the link to access the Client Portal and log in using the credentials shared by the admin or click Sign Up if you don't have an account.
Note: Clients can be added and managed from the client portal settings in the system (learn more here), or a new client will be automatically added once the client signs up and fills out the necessary information.
You can now connect to the legal team, raise new requests, and follow up on your requested matters or contracts in a secure and confidential way.
From your Home page, you can find the list of predefined forms set by the legal team to allow you to request matters, cases, or contracts.
Choose the suitable request type, for example, "Request a corporate matter" fill in the necessary information, and submit your request once done.
Note: Each request type requires different fields to be filled in, which are determined by the legal team.
Once the request is submitted, the legal team will receive a notification about the new matter, and they will start working on it.
You can then view all your requests and follow up on each one from the Matters Page.
Therefore, you can follow the workflow status, and view hearings, attachments, related people, and dates. an in-app and email notifications. The client and the legal team can collaborate communicate through the comments tab by clicking on the add comment button, writing the comment, attaching a file and then saving. The comment is accessible from the comments tab.
After the details tab, you have a tab for the attachments which is used to store all the documents related to this request.
The client will be up to date on the status of the request.
Comments tab. You can write your comment in the comments section, and attach a file.
The legal team will be then notified, and they will be able to see the attachments and add a new comment.
Similarly, you can also view and follow up on your requested contracts from the Contracts page. Track details, attachments, milestones...
A client can request a contract using the questionnaire (draft contract from template), or upload a document for review.
As a collaborator, you can access the list of contracts that you’re involved in, view the contracts that are waiting for your approval and signature, and communicate with all the related parties to this contract.
Once the legal team added you as an approver or signee to this contract, it will appear in the Approval Center and Signature Center respectively.
So as an approver, you can start negotiation, approve or reject this contract from the Approval Center:
From the Signature Center, you can sign the contract either with DocuSign, or Adobe sign, or using the internal signature.
Once the request is completed by the legal team, the client will be notified by email, he will be able to see the attachments, add a new comment and save.
For more information about App4Legal, kindly reach out to us at help@app4legal.com.
...
