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Whenever a client portal user requests submits a matter request from the client portal (regarding matters or contracts), both the legal team will and the assignee can be notified via email.
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| Administrators have the flexibility to configure who should be notified based on their preferences. |
Also, they will be able to view the request from the mattersystem.
Let's grid.take an example of a matter request. Once submitted it will be listed automatically under Matters→ Corporate Matters/ Litigation Cases or Intellectual Property grids
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All matters requested from the client portal will have be marked with a green dash line beside them. |
When clicking on the Matter ID or name, you'll be redirected to the matter page, where you can check the general information related to the matterreview the request details, start working on the matter, and take necessary actions.
The legal team can check the requester of the matter and the related company of the requester from the people section.
More than that, when Certain changes and matter details, such as status, important developments, assignee, description, and more, will be visible to requesters. When the legal team starts begins working on the matter, like changing making adjustments to the workflow and adding important developmentdevelopments, this data these updates will be reflected inside within the client portal.
AlsoFurthermore, both the legal team and the requester can communicate using the comments section. Notes section. The legal team can utilize these notes to send comments to the requester or communicate internally with other team members.
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| Example of a matter page from the Client Portal |
Additionally, requesters will have access to attachments related to their requests. Consequently, the legal team can manage the visibility of any files or folders they wish to share with client portal users.
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| Attachments marked with the green line indicate that they are visible to the requester. |
The same principle applies to contract requests. Once sent from the portal, they will be accessible from the Contracts & Documents list. The Contract team can then handle and process these requests like any other contract in the system.
For more information about LEXZUR, kindly reach out to us at help@lexzur.com.
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