How to Create Matter/Cases Client Portal Requests

Objectives

• How to add a new request type category
• How to add a new request type
  

Steps

Request types include corporate matter and litigation case templates that the legal team can predefine in the system. These templates will appear in the client portal as options for clients or other business units to choose from when sending requests to the legal team, such as requesting legal advice or initiating a litigation case.

To manage client portal requests go to System Settings→ Client Portal:

• Request Type Categories:

Request types will be organized under customized categories.

Add a new category for the requests that will be visible to your clients through the portal. You will later create request types that fit into one of these categories.

Accordingly, the client portal's home page will be divided between each category and its corresponding requests.

• Request Type: 

Request Types are the predefined forms set by the legal team to allow their clients to request matters or cases from the portal.

The process is as simple as creating an online form. Start by adding a new one using the "Add Request Type" hyperlink.

The Request Type form has many important fields:

• Name: Name of the Request Type, for example, "Legal Request".
• Request Type Category: This is the category associated with this request type.
• Applicable on: Specify if this request type is applicable to Corporate Matters or Litigation Cases.
• Practice Area: For this particular category, select the relevant practice area.
• Description: A short hint that describes the request type and when it should be used to make it easy for users.
• Legal Notice: A short communication informing of a legal obligation or issue. 

The default fields of the Request Type are the mandatory fields in a request. They are by default filled in every Request Type to be designed. The fields are Name, Priority, and Assigned Team. The administrator can set them as visible so that the client can fill them in. 

• Add Field: select from a pool of fields the needed fields to appear in the Request Type. The Fields that are not mandatory in a request can be ordered in the same way that they are added. They can be set as not Required with no need to add a Default Value for them.
• Display Name: could be changed as desired.
• Default Value: it is the preset value that the admin should add if a mandatory field is set to be hidden.
• Description: a short hint under the field to indicate the descriptive need of it.
• Actions: to change the field's order and if you want to delete non-mandatory fields.

In the notification section, you can specify the user who will receive a notification once a new request is created.

The request types will then be listed under each category on the client portal home page. Clients can easily select the appropriate request and send it to the legal team.

Upon submitting a request through the client portal, the legal notice will appear on the request details page.

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

Thank you!