Corporate Client Portal for Secure Communication and Document Access
With Lexzur's secure, self-service Client Portal, you can centralize client communication and make interactions easier. Powered by Lexa, adding AI to every workflow, so you can manage contracts, matters, and client coordination all in one place.
Related Guides:
-
How to Access the Client Portal
-
How to Add Client Portal Category Icons
-
How to Add Tasks From the Client Portal
-
How to Configure Client Portal Task Forms
-
How to Configure Roles
-
How to Configure the Client Portal?
-
How to Control Client Portal Request Privacy by Department
-
How to Create a Contract Request Type
-
How to Create Matter/Cases Client Portal Requests
-
How to Customize Client Portal Look & Feel
-
How to Delegate Contracts to Alternative Collaborators
-
How to Draft and Collaborate on Contracts from the Client Portal
-
How to Enable Task Management at the Client Portal Level
-
How to Enable the Feedback and Rating Feature for the Client Portal
-
How to Grant Client Portal User Permissions for Practice and Contra
-
How to Grant Client Portal Users Permission to Change Workflow Status
-
How to Group Contract Templates Under Categories in the Client Portal
-
How to Import Client Portal Users From Active Directory
-
How to Lock Client Portal Requests via Automation Hub
-
How to Manage Client Portal Task Attachments
-
How to Manage Client Portal Users
-
How to Manage Contract Request Categories
-
How to Manage Departments
-
How to Manage Hearing Visibility From the Client Portal
-
How to Manage Requests Received From the Client Portal
-
How to Manage Your Client Portal Account
-
How to Rate and Send Feedbacks on Requests
-
How to Set Up the Client Portal Defaults
-
How to Share Client Portal Requests with Watchers
-
How to Share Contracts/Documents with the Client Portal
-
How to Share Matters with the Client Portal
-
How to Share SLAs with the Client Portal
-
How to Show Contract Templates in the Client Portal
-
How to Sign Contracts via Quick Actions from the Client Portal
-
How to Use Client Portal Sign Up Feature
-
How to use the Client Portal as Client
-
How to Use the Client portal as Collaborator
This page has no comments.