Objectives

• Enable the Client Portal 
• Activate clients 

Environment

• Settings

Procedure

In App4Legal, there is an add-on called "Client Portal" that allows App4Legal users to collaborate and communicate with their clients. It will connect the clients of the user’s company with the company itself andreduces 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.

You can enable the Client Portal by heading to Settings under the user avatar on the top right.

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Go to Setup & Configuration under System Preferences section →Client Portal and then set the default value of the "Allow Feature Client Portal" as "Yes". 

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You can access the Client Portal  by heading to the Settings under the user avatar on the top right.

 Scroll to the Client Portal box in order to activate your clients. 

Head to "Manage Client" to be able to add and manage the client in the Client Portal.

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 A list of the active clients is viewed with their details. The green dot indicates that the client is active. You can use the advanced search to search for a specific client.

You will be able to add clients to the portal through 2 methods. 

The client can either be added via the Actions button or via the Add Client link at the top of the page.

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 Basic information such as the first name, last name, email etc. can be filled out to be shared with the client upon logging in to the portal.

For more information about App4Legal, kindly reach out to us at help@app4legal.com.

Thank you!