Objectives
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.
How to access it?
First, to use the client portal, the admin should add you as a client portal user from the Systems Client Portal Settings.
After that, 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.
You can easily share the Client Portal URL with your clients or embed it on your website, enabling them to access the portal effortlessly.
Client portal users can use the link to access the portal. Sign in using your credentials or click Sign Up if you don't have an account.
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.
Client:
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.
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 requests details:
You can then view all your requests and follow up on each one from the Matters Page.
Here, you can also export the list of your request to Excel, and request a new matter on the fly.
Moreover, you can search for matters through applying different filters like the ID, name, status, and so on.
Therefore, you can follow the workflow status, and view hearings, attachments, related people, and dates. The client and the legal team can communicate through the 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.
A client 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.
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.
Milestones should be made visible to the Client Portal from the main system.
For more information about LEXZUR, kindly reach out to us at help@lexzur.com.
Thank you!
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