How to locate a client's username and password
To find an client's username and password:
on the left side of the screen click "clients". There you will find a complete list of your enrolled client list.
click the administration icon for that client
on the bottom row of icons click on the icon that says "Print Letter for clients containing login information"
click the "Preview and Print Letter" button to download a .doc file with the users username and password. Attached is an example
It's important to note that LegalVault doesn't offer this information to clients directly. We request that clients request their login information from the sponsoring law firm.
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: ...
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 ...
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 ...
How can I change my LegalVault password?
As long as you know your current password you would be able to update it by logging into LegalVault account and clicking the "Manage Access to your Account" icon under the "Your Settings" tab. There will be a section called "Update Username and ...
How to change client user's name in LegalVault?
In the legalvault portal a Firm is unable to change the name of a client user. If the client's name is misspelled please send an email to email@example.com with the client's current name in LegalVault, the correct name spelling, and the client's ...