Law Firm Usage Guide- Scenario B

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 documents. .
    • 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 Administration page.
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 request.