Objectives
- Enable the Add Client Portal Portal Users
- Manage ClientsActivate clients
Steps
In App4Legal, there is an add-on called "Client Portal" that allows App4Legal users to collaborate and communicate with their clients. It will connect the clients of the user’s company with the company itself and reduces back and forth emails as well as increases efficiency by focusing on automation. Through it, clients will be able to know the latest updates on their matters as well as provide their lawyers with requested information.
You can enable the Client Portal by heading to Settings near the user avatar on the top right.
Go to Setup & Configuration under System Preferences section →Client Portal and then set the default value of the "Allow Feature Client Portal" as "Yes".
From the Settings page, you can access the Client Portal. Scroll to the Client Portal box in order to activate your clients.
Head to "Manage Clients" to be able to add and manage the client in the Client Portal.
Clients are client portal users, requesters, or collaborators who are allowed to communicate with the legal team through the portal.
The Requests that are sent through the Client Portal are injected as Matters/Cases/Contracts/Documents in LEXZUR.
In LEXZUR, administrators can add and manage the client portal users from within the system. To do so, navigate to the System Settings from the Settings icon in the top right of the navigation menu, then scroll to the Client Portal section where you can manage all its related settings.
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From the "Manage Clients" you can add and manage the client portal users.
The client can either be added via the Actions button or via the Add Client link at the top of the page.
To add a new Client you must fill out some mandatory fields such as First Name, Last Name, Username, and Email, and specify the Access type such as client, collaborator, or both.
You can also determine more fields such as the related company, job title, mobile, address, and manager.
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Fields like the manager, job title, and company provide valuable information for various purposes, such as role definition and assigning watchers. |
After adding the client portal users, they will receive an email notification inviting them to join the client portal.
The email will include a link to set up their password. Once they have set up their account, they can log in to the client portal.
Depending on their access type, they can request matters/contracts or collaborate on contracts.
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It's important to note that users remain deactivated until they open the link and set their passwords. Admins also have the option to resend the email to users who haven't set up their accounts yet. |
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The list of clients can be then A list of the active clients is viewed with their details. The green dot indicates that the client is active. You can use the advanced search to search for a specific client.
You will be able to add clients to the portal through 2 methods.
The client can either be added via the Actions button or via the Add Client link at the top of the page.
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Simply click on the green dot to Activate/Deactivate Clients
Also, next to each client name, there is an action wheel to activate, deactivate, ban, and so on.
The URL for Clients can either be shared via email or embedded on your company's website.
For more information about App4LegalLEXZUR, kindly reach out to us at help@app4legalhelp@lexzur.com.
Thank you!
