Objectives

• Customize the Client Portal 

Environment

• Settings

Procedure

In App4Legal, you can customize the Client Portal by heading to Settings under the user avatar on the top right.

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 Scroll to the Client Portal box, head to the "Request Type"  in order to add and  manage the request types.

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You can add request type by simply clicking on "Add request type" hyperlink.

There are 3 required fields: 

1. Name: The title of the request type. For example: Ask for a legal consultation. 
2. Applicable on: It can be corporate matter or litigation case.
3. Practice Area: Choose the practice area

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Other fields are optional : 

Description: It is a short hint that describes the request type and when it should be used. 

Add field: You can select the field that should be added to the request type form.

You can select the display name, if it is required or not, if it is visible or not and also add a description. 

From the notification tab, you can select the user to notify when creating a new request. It can be user or external email. 

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You can change the default values in the Client Portal from the "Setup & configuration" under System preference section → Client Portal tab 

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You can change the organization name, , the welcome message, the tickets page name and so on. 

You can also change the Client Portal Login Logo, the client portal logo and from the " Look & Feel" under system preferences section. 

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

Thank you!