Law Firm Usage Guide- Scenario A

Scenario A: Client completes Client Enrollment Form at least 10 days prior to final signing

We recommend providing the Client Enrollment Form to your clients early in the estate planning process. The benefit to following this routine is that you are able to provide the wallet cards to clients at final signing.
  • Step 1 – Have client complete the Client Enrollment Form
    You may obtain copies of the Client Enrollment Form by signing in to your Site Manager account by visiting legalvault.com and clicking on Partner Login on the top right of the screen. (If you forgot your firm’s login information, please contact us). However, if you are an Zola Creative member, you can certainly sign in from the Zola Creative website.  Once you are signed in, you may access the form under the LegalVault Client Manager, Download Forms. 

  • Step 2 – Sign in and register client
    • Log in to your Site Manager account by visiting legalvault.com and clicking on Partner Login on the top right of the screen. (If you forgot your firm’s login information, please contact us)
    • Under LegalVault Client Manager option to the left of your screen, click on Enroll New Client
    • Complete requested information including Name, Date of Birth, Username and duration of the Subscription Term and click on Enroll Client.
  • Step 3 – Store client Information
    Input other information, such as Emergency Contacts, Primary Care Provider, Allergies and Medications, from the Client Enrollment Form under each respective tab under Documents and Data > Medical.

  • Step 4 – Submit Client Enrollment Form to LegalVault
    • Scan the completed and signed Client Enrollment Form and submit it using the “Upload signed Client Enrollment Form to activate client account” icon on the Administration page.
    • At this point, you may request the client’s wallet card by clicking on the icon Request Plastic Wallet Card from LegalVault. LegalVault typically prepares and mails wallet cards within 14 business days of the request.

  • Step 5 – After final signing, submit copies of documents to LegalVault
    • Upload healthcare related documents such as healthcare powers of attorney and organ donation forms, go to the client’s Documents and Data page > Medical tab > and click on Advance Directives. Use the form at the bottom of the page to load the documents. .
    • Upload legal and financial documents, go to the client’s Documents and Data page > Legal/Financial tab > and click on Legal/Financial Documents. Use the form at the bottom of the page to load the documents.