How to renew/extend clients' LegalVault subscription?
Please note: All renewal cards will automatically be submitted to go to the client's address. If you would like the card to go to the firm check below*
Go to the LegalVault tab and log in
Under the LegalVault tab click Clients
Search for the client that needs their subscription renewed (Clients' LegalVault accounts nearing an expiration date are marked in red).
To the right of the Client's name select the Documents Icon -
Confirm that all the contact information is correct and up to date.
Click the Administration link at the top section of the page
From the menu in the mid section of the page select "Renew Client's LegalVault subscription"
By clicking on that icon, you'll see that you have the same options as you did when first signing up your client. There's the option of extending the term by 1, 3, 5, or 7 years.
Below select the renewal term and submit. This will automatically submit a new card request that will go to the client
*If you are interested in having the card go to the Firm rather than the Client:
Immediately go to the Administration page of the client and select the "Request Plastic Wallet Card from LegalVault for Client"
Below select for the card to be mailed to the "Practice"
Confirm the address in the text field and select Order Card
We will ignore the card request going to the client and complete the card request going to the firm
Renew your LegalVault Subscription
Please Note: If your account is not renewed within 30 days of expiration, all of your stored data and documents will be permanently purged from the system. You may easily renew online by: visiting legalvault.com/renew Logging into your account using ...
Legalvault Law Firm Support
If you are in need of any assistance or would like to submit feedback please contact our support team: Phone: (877) 269-0076 x815 Email: email@example.com Submit a Ticket from Help Center *Support inquires for End User Clients
How do I change client user's subscription term?
Send an email to firstname.lastname@example.org Include the user's: Full name Member ID Original subscription term selected Subscription term to be changed to
Change username and password for LegalVault client user
We don’t supply passwords to law firm clients for security reasons. You know your clients better than we do and we wouldn’t want to give out a password to the wrong person. Follow the below instructions to change a client's username and password: ...
Requesting a LegalVault Wallet Card for a Client
login to site manager click the LegalVault Menu option on the left side click the "clients" submenu option click the administration icon - select the icon that says "request a wallet card" select whether it should be mailed to your firm or directly ...