How to customize my Client Portal?

Objectives

• Customize the Client Portal 

Environment

• Settings

Procedure

In App4Legal, you can customize the Client Portal by going to Settings under the user avatar on the top right of the screen.

 Scroll to the Client Portal section, click on the "Request Type"  in order to add and manage the request types.

You can add request type by simply clicking on the "Add request type" hyperlink.

There are 3 required fields: 

1. Name: The title of the request type. For example: Legal consultation. 
2. Applicable on: It can be a corporate matter or a litigation case.
3. Practice Area: Choose the practice area

Other fields are optional : 

Description: It is a short hint that describes the request type and when it should be used. 

Add field: You can select the field that should be added to the request type form.

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 be notified when creating a new request. It can be an App4Legal user or an external email. 

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 page name, and so on. 

You can also change the Client Portal Login Logo, the client portal logo and from the " Look & Feel" under the system preferences section. 

For more information about App4Legal, kindly reach out to us at help@app4legal.com.

Thank you!