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The admin will scroll to the Client Portal box in order to setup set up and configure the add-on.

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The client can access the system and choose between request types the admin has created beforehand.

The client is requesting the legal opinion/advice from the legal team.

The client will be able to fill out the necessary fields the admin has created and submit it them to take the appropriate action.

• The Subject is the request name or title.
• Priority is the priority of the request by different business rules
• Select the Due date for this request
• Description is the description of the request which can help the legal team to better understand the request.
• Payment Term: The payment term is a custom field that can be configured in the system.
• The client can attach any file related to this request and then save it.

Once the request is submitted, the legal team will receive an in-app and email notificationnotifications.

The client and the legal team can collaborate through the comments tab by clicking on the add comment button, write writing the comment, attach attaching a file and then savesaving. The comment is accessible from the comments tab.

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Once the request is completed from by the legal team, the client will be notified by email, he will be able to see the attachments, to add a new comment and save.