Objectives:
- Difference between client and collaborator users in Lexzur's client portal
Steps:
1. Who are Clients?
Clients in Lexzur Client Portal encompass both law firm clients and individuals from different business units outside the in-house legal department. They utilize the portal as their primary interface to engage with the legal department.
Clients can submit a wide range of legal requests, including matter reviews, legal advice, litigation cases, various types of contracts or documents, and even send contracts for review.
Additionally, they benefit from secure tracking, allowing them to view updates and attachments related to their requests. Direct communication with the legal teams is also facilitated through the portal.
2. What Sets Collaborators Apart?
Collaborators, as the name suggests, play a more active role in contract collaboration.
These individuals, whether managers, CEOs, or members of other business units; have specific responsibilities related to contracts. Collaborators can review, modify, approve, negotiate, and even sign contracts directly from the portal.
Unlike clients, who primarily request legal services, collaborators actively engage in contract-related tasks within the Lexzur Client Portal.
Collaborators have additional capabilities, including the ability to add their own signatures and stamps, initiate contract requests directly from the portal, and utilize out-of-office settings for managing their availability.
3. Access Limitations:
Both clients and collaborators have access only to requests directly related to their roles. They won’t see all requests; instead, they’ll focus on those shared with them or relevant to their specific responsibilities.
This access limitation ensures that each user interacts with the portal efficiently and effectively based on their unique needs.
For more information about LEXZUR, kindly reach out to us at help@lexzur.com.
Thank you!
This page has no comments.