Objectives
- Share Matters / Contracts with Clients
- Share Attachments with the Client Portal
- Add Collaborators to Approve and Sign Contracts
Steps
App4Legal 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 matters, cases, and contracts.
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- Share Matters/Contracts with Clients:
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Similarly, contracts can be shown in the client portal. Therefore, the users can choose the "Show in Client Portal" from the contracts page and specify the requester as well.
Note: The
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The green line next to a matter, contract, or document name means that it is visible from the client portal. |
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- Share Attachments with Client Portal:
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Therefore, from the Attachments tab of Matters or Contracts, select the File/Folder and click "Show in Client Portal"
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When a Matter/Contract is visible from the client portal, attachments are not automatically shown. |
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- Add Collaborator to Approve and Sign Contracts:
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The Collaborator will then receive the contract from their contract's page in the client portal and they can start collaborating on it.
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Learn more about how a client or collaborator can use the client portal here. |
For more information about App4Legal, kindly reach out to us at help@app4legal.com.
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