How to Share Notes with the Advisor Portal

Objectives:

• Share Notes at the Matter Level with External Advisor
• Share Notes at Contract Level with External Advisor

Steps:

The Notes enables the legal team and their external advisors to communicate seamlessly within the matter or contract page, ensuring efficient collaboration. For instance, you can request updates, share essential case details, or add comments, all in one centralized location, keeping communication streamlined and organized.

Notes from Matters/Cases 

• Open the Relevant Matter you want to share

• Go to the "Notes" section within the matter, and add your note in the provided field.

• Check the box labeled "Visible from Advisor Portal" to share the note with the advisor.

This will ensure the note appears in the matter on the advisor portal.

For Internal Notes Only

If you want to keep the note private and visible only to the legal team, leave the "Visible from Advisor Portal" box unchecked.

This will hide the note from the advisor portal.

Notes from Contracts 

• Open the Relevant Contract page you want to share.

• Go to the "Notes" section within the contract Details page, and add your note in the provided field.

• Check the box labeled "Visible from Advisor Portal" to share the note with the advisor.

This will ensure the note appears in the contract on the advisor portal.

For Internal Notes Only

If you want to keep the note private and visible only to the contract team, leave the "Visible from Advisor Portal" box unchecked.

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

Thank you!