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    How-to

    Send a new request

    Verified on for version 19.0.1.0
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    A client asks the firm for new work from the portal: a legal request opens a case, a consultation or an execution; a collection request asks the firm to collect a debt owed to the client. Support requests to the firm's desks are listed there too. The demo client is Omar Al-Wahmi.

    Before you start

    1. On the home page of the portal, click Create Legal Request.
    The two request buttons at the top of the client's home page.The two request buttons at the top of the client's home page.
    The two request buttons at the top of the client's home page.
    1. The form has three steps. In Request Details, choose the Type, the kind of work you ask for (the types the firm handles, such as Consulting, Case or Execution), and write the Subject. Opposition, the other party, is optional. Click Next.
    The first step; the type, the subject and the other party.The first step; the type, the subject and the other party.
    The first step; the type, the subject and the other party.
    1. In Description & Attachments, describe the matter and add your files under Attachments. Click Next.
    2. Review & Submit repeats what you typed, with your name, phone and e-mail from your account. Click Submit.
    The last step repeats what will be sent, with the contact details of the client's account.The last step repeats what will be sent, with the contact details of the client's account.
    The last step repeats what will be sent, with the contact details of the client's account.

    The request opens with its number and the status Draft; its Deadline comes from the firm's own rules.

    The request is recorded with its number, in Draft until the firm answers it.The request is recorded with its number, in Draft until the firm answers it.
    The request is recorded with its number, in Draft until the firm answers it.

    Requests on the home page lists your legal requests: Sequence, Subject, Type, Deadline and Status. A request stays Draft until a lawyer handles it; it then reads Approved, once registered as a case, a consultation or an execution, or Rejected. A rejected request shows the reason on its page.

    Every legal request of the client, with its type, its deadline and its status.Every legal request of the client, with its type, its deadline and its status.
    Every legal request of the client, with its type, its deadline and its status.

    Send a collection request

    1. Click Create Collection Request on the home page.
    2. Select or Create Debtor: pick the debtor in Existing Debtor, which lists the debtors of the collection contracts where you are the owner, or click + Create New Debtor. For a new debtor, choose Individual or Organization and fill in the Name, the Phone, the Email if you have it, and the ID Number, which becomes the CR Number for an organization. Click Next.
    A new debtor; the phone number and the ID or CR number are required too.A new debtor; the phone number and the ID or CR number are required too.
    A new debtor; the phone number and the ID or CR number are required too.
    1. In Financial Information, enter the Amount owed and any Notes, and add the Debt Proofs, PDF files or images; they are required. Click Submit.
    The amount owed, notes, and the proofs of the debt, required before Submit.The amount owed, notes, and the proofs of the debt, required before Submit.
    The amount owed, notes, and the proofs of the debt, required before Submit.

    The portal confirms with Request Submitted Successfully!, and My Requests lists your collection requests. In the firm, the request waits in Collection/Online Requests until someone approves it and creates a contract from it: Create a collection contract. The home page shows its debtor and owner sections only to a debtor or an owner of a contract, which the demo client is not: Get the contract signed.

    Your support requests

    Support Tickets on the home page lists your requests on the firm's desks that are open to clients: Ref, Request, Opened, Who's on it, Desk and Stage.

    The client's support requests, with the desk that handles each one and its stage.The client's support requests, with the desk that handles each one and its stage.
    The client's support requests, with the desk that handles each one and its stage.

    A request's page shows its stage, when it was opened, its desk and What you told us, then the Conversation with the desk, where you answer. Mark as finished appears when the desk lets clients close their own requests. The list has no button for a new one: a new request reaches the firm by e-mail or through the help form of the website, when the firm offers them: Take requests from the website.

    One support request; under what the client wrote, the conversation with the desk.One support request; under what the client wrote, the conversation with the desk.
    One support request; under what the client wrote, the conversation with the desk.

    FAQ

    Can I change a request after sending it?

    Not from the portal. Write to the firm, or send a new request.

    The collection request does not go through.

    Debt Proofs is required: add at least one PDF file or image before Submit.

    Who handles my legal request?

    The lawyers the firm chose to receive new requests; they register it as a case, a consultation or an execution, or reject it with a reason.

    Related pages
    How the client portal worksGive a client portal accessClient portal automations

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