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 support@legalvault.com with the client's current name in LegalVault, the correct name spelling, and the client's ...
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: ...
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 ...
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 ...
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 Site Manger and log in Go to the LegalVault tab and log in Under the LegalVault tab click ...