Child pages
  • How to Use the Client portal as Collaborator




Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Objectives

  • Access the portal
  • Request and follow up on contracts through the Client Portal

Steps

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 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. 

...