App4Legal Customer Portal is an add-on that allows App4Legal users to collaborate and communicate with their clients.
Reduce back and forth emails and increase efficiency by focusing on automation. Clients will be able to know the latest updates on their matters as well as provide their lawyers with the requested information.
Add and manage customers in the Customer Portal, where a list of the active customers is viewed with their details and the green dot indicates that the customer is active.
The admin can use the advanced search to search for a specific customer or any related information.
Basic information such as the first name, last name, email, etc. can be filled out to be shared with the client upon logging in to the portal.
A credential link should be copied and shared with the client in order to access the portal. The client will be directed to a page in order to enter the credentials given.
Brand the customer portal with your logo and color scheme, and link directly from your website. The company can configure the page to include their logo and identity.
Simply fill out the necessary fields the admin has created and submit it as a request to the user in App4Legal to take the appropriate actions.
Your requests will be submitted as a ticket, where the customer will be able to track. The customer will be able to access those tickets from the Tickets button on the top menu.
The client can collaborate and add comments in order to inform or share with the App4Legal user information such as attachments and more via the comments section below the ticket.
The admin will determine whether the client should see or change the status of the matter on the client’s ticket or not. The admin can allow/disallow this option by clicking on the box under “Allow”.
