Objectives
- Customize the Client Portal
Environment
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Steps
Procedure
In
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LEXZUR, you can customize the Client Portal
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from the settings page. Go to the Settings icon next to the user avatar in the main menu on the top right of the screen, and choose System Settings.
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Scroll to the Client Portal box, head to section, and click on the "Request TypeTypes" in order to add and and manage the request types.
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
Other fields are optional :
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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 LEXZUR 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
You can change the organization name, , the welcome message, the tickets ticket page name, and so on.
You can also change the
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For more information about App4LegalLEXZUR, kindly reach out to us at help@app4legalhelp@lexzur.com.
Thank you!
