Objectives
Steps
LEXZUR Client Portal allows legal teams App4Legal Client Portal is an add-on that allows App4Legal users 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 information.
How to access it?
The admin will be able to access the client portal by heading to the Settings icon on the top right of the main menu and going to System Settings.
The admin will scroll to the Client Portal box in order to set up and configure the add-on.
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.
Once the request is submitted, the legal team will receive an in-app and email notifications.
The client and the legal team can collaborate 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.
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.
and requesters. Requesters will connect with the legal team to share data and collaborate on matters, cases, and contracts.
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How to access the Client Portal:
- First, to use the client portal, the admin should add you as a client portal user from the system.
- You will receive an email notification inviting you to join the client portal.
The email will include a link to set up your password. Once you have set up your account, you can log in to the client portal.
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| Lexzur users can easily share the Client Portal URL with collaborators or embed it on their website, enabling them to access the portal effortlessly. |
- Both the Client Portal URL and the link embedded in the email will redirect you to the Client Portal Login Page. Sign in using your credentials or click Sign Up if you don't have an account.
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Raise Requests from the Client Portal:
You can now connect to the legal team, raise new requests, and follow up on your requested matters or contracts securely and confidentially.
- 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.
- Search for requests or click on the available categories to view the list of requests organized under each category.
- Choose the suitable request type, for example, "Request a corporate matter" fill in the necessary information, and submit your request once done.
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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 will also receive an email notification including your request details:
- You can then view all your requests and follow up on each one from the Matters/Cases Page.
- Here, you can search for requests using quick filters such as matter status and practice area. You can also export the list of your requests to Excel and request a new matter on the fly.
As a client, you have access to track some of your request details and receive updates from the legal team.
- Open the request page by clicking on its ID.
- Here, you can follow the workflow status, related people, dates, and important developments and view hearings and attachments from the other tabs.
- Both the client and the legal team can communicate through the Notes tab. You can write your comments in the notes section, attach files, and press "Add note".
The legal team will be notified, and they can see the attachments and add a new note.
Similarly, you can also view and follow up on your requested contracts from the Contracts page.
- You can request a contract using the questionnaire (draft contract from template), or upload a document for review.
- You can then follow up on your requested contracts each on a separate page, so track details and status, and view or add related attachments.
- You can also have a look at the Approval and Signature Workflow. So you can here view the list of Approvers and signees, as well as the approval and signature statuses.
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Clients do not have collaboration permissions, therefore they cannot approve, reject, or sign contracts. |
- Additionally, clients can track contract milestones, and add new milestones as well from the client portal.
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Milestones should be made visible to the Client Portal from the main system. |
For more information about LEXZURFor more information about App4Legal, kindly reach out to us at help@app4legalhelp@lexzur.com.
Thank you!
