Objectives
- Customize the Client Portal
Environment
- Settings
Procedure
In App4Legal, you can customize the Client Portal by
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going to Settings under the user avatar on the top right of the screen.
Scroll to the Client Portal boxsection, head to click on the "Request Type" in order to add and and manage the request types.
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You can add request type by simply clicking on the "Add request type" hyperlink.
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- Name: The title of the request type. For example: Ask for a legal Legal consultation.
- Applicable on: It can be a corporate matter or a litigation case.
- Practice Area: Choose the practice area
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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 be notified when creating a new request. It can be an App4Legal user or an external email.
You Moreover, you can change the default values in the Client Portal from the "Setup & configuration" under the 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
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