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.
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Anchor request from cp request from cp
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.
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Milestones should be made visible to the Client Portal from the main system. |
Collaborator:
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 adds 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.
For more information about LEXZUR, kindly reach out to us at help@lexzur.com.
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