Objectives
- Access the portal
- Request and follow up on contracts through the Client Portal
Steps
LEXZUR 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 contracts.
How to access it?
First, to use the client portal, the admin should add you as a client portal user from the Systems Client Portal Settings.
After that, you will receive an email notification inviting you to join the client portal.
The email will include a link to set up your password. Once you have set up your account, you can log in to the client portal.
You can easily share the Client Portal URL with your clients or embed it on your website, enabling them to access the portal effortlessly.
Client portal users can use the link to access the portal. Sign in using your credentials or click Sign Up if you don't have an account.
Collaborator:
As a collaborator, you can access the list of contracts that you’re involved in, view the contracts that are waiting for your approval and signature, and communicate with all the related parties to this contract.
Moreover, a collaborator can search for contracts using different filters like the ID, name, status, etc.
Once the legal team adds you as an approver or signee to this contract, it will appear in the Approval Center and Signature Center respectively.
So as an approver, you can start negotiation, approve or reject this contract from the Approval Center:
From the Signature Center, you can sign the contract either with DocuSign, or Adobe Sign, or using the internal signature.
For more information about LEXZUR, kindly reach out to us at help@lexzur.com.
Thank you!
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