Objectives

• Add Watchers in the Client Portal ( who have access to shared items in the portal)

Steps

Watchers are client portal users with whom you can share requests (matters and contracts). This enables them to track and view these requests directly from their client portal account.

To share matter or contract request with watchers, open the request page in the client portal

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Under the People section, search for watchers and add them.

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You can search for watchers using either their Name, username, or emails.

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Watchers can therefore access these matters and contracts from their client portal page.

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For more information about LEXZUR

In order to add watchers in any matter in the client portal, the users should belong to the same company. Therefore, from the system settings beside the avatar, under the client portal go to Manage users.

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The users in the same company can add each other as a watcher in the client portal.

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Now, when you log in to the client portal and open a matter, you can set the watchers related to the same company.

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For more information about App4Legal, kindly reach out to us at help@app4legalhelp@lexzur.com.

Thank you!