Objectives

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

Steps

Adding watchers to any matter or contract in the client portal requires the clients to belong to the same organization.

Therefore, first, manage the clients from the "Manage Clients" page within the client portal section in the system settings.

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Clients in the same company can add each other as watchers.

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You can now add watchers within your requested matters and contracts from the client portal.

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Similarly, the legal team can specify the watchers while sharing a matter/contract with the client portal.

Therefore, from the matter/contract page, choose the "Show in Client Portal" option. 

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Then you have to specify who requested the matter and add the watcher.

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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, kindly reach out to us at help@app4legalhelp@lexzur.com.

Thank you!