Law Firm
Legalvault Law Firm Support
If you are in need of any assistance or would like to submit feedback please contact our support team: Phone: (877) 269-0076 x815 Email: support@legalvault.com Submit a Ticket from Help Center *Support inquires for End User Clients
LegalVault Law Firm Portal Tour
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Print Temporary Cards for a Client
If a card is required right away and the queued card from LegalVault won't arrive on time you are able to print out a temporary wallet card on Avery Labels (#5361) with a color [printer right from your Firm's LegalVault Portal Login the LegalVault ...
Where to download client enrollment forms and fax cover?
To download our new forms: login to the Firm LegalVault portal through the Site Manager click the "download forms" submenu under LegalVault
How to get LegalVault email notifications
Follow the instructions below to get email notices for client enrollment letter approval and card completion: Login to the Site Manager Login to the LegalVault Firm Portal by clicking LegalVault in the menu Click the "option" sub menu Fill out the ...
How do I change client user's subscription term?
Send an email to support@legalvault.com Include the user's: Full name Member ID Original subscription term selected Subscription term to be changed to
How to print wallet cards in house
If there is no time to wait for the card to be queued because the client needs it immediately. You have the ability to print the wallet card in house (You'll need the avery labels 5361).: login to site manager click the LegalVault Menu option on the ...
How to update the Firm's address?
LegalVault will have an option to have the cards send directly to the firm. The Firm address will be pre-populated. If you would like to update this address please contact our support team to make the changes on the back end.
How to locate a client's username and password
To find an client's username and password: login to Site Manager 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 ...
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 support@legalvault.com with the client's current name in LegalVault, the correct name spelling, and the client's ...
Law Firm Usage Guide
Law Firm Usage Guide- Scenario A: Client completes Client Enrollment Form at least 10 days prior to final signing. Law Firm Usage Guide- Scenario B: Client completes/submits Client Enrollment Form at final signing. Law Firm Usage Guide- Scenario ...
Scenario C: Client completes/submits Client Enrollment Form at final signing, law firm registers clients via Fax
This method cannot be used to submit any non-healthcare related information to LegalVault. If you would like to add legal/financial documents, you would have to access the client’s LegalVault account after it has been created and submit them online. ...
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 ...
Deceased Clients
When an End User passes away there are 2 options available to the Law Firm: Delete the account Once you are ready to permanently delete the account, send an email to support@legalvault.com requesting the deletion of an account with the End User's ...
What information can the Hospital or Healthcare Provider login access?
In order for a Hospital or Healthcare Provider to get any user information they would need to enter the following: Patient Last Name: PIN: Your Name: Hospital Name: Hospital Telephone: Hospital City and State: Once they login with the above ...
How to renew/extend clients' LegalVault subscription?
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 ...
How to upload your client's documents to LegalVault
LegalVault allows for documents to be stored in 2 locations depending on if the documents are Advance Directives or Legal/Financial documents. If they are Advance Directives: Login to your Site Manager account here Go to your clients "Documents and ...
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: ...