Scenario B: Client completes/submits Client Enrollment Form 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
). 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 documents and Information
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
Input healthcare information (ex: allergies, primary care providers,
emergency contacts) from the Client Enrollment Form under each
respective tab under Documents and Data > Medical.
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.
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 in the
At this point, you may request the client’s wallet card by clicking on the icon Request
Plastic Wallet Card from LegalVault. This card may be sent to your office or
directly to the client.
LegalVault typically prepares and mails wallet cards within 14 business days of the