How to view your client’s application

Recently updated on April 9th, 2024 at 12:32 am

LegalAtoms allows legal professional to view the complete data of their clients. Before a professional can view their client a connection needs to be established

The connection can be established in one of the following ways.

Option 1: Client Initiates

Client can initiate the connection by clicking on Share My Application from the left menu and typing in the professional's e-mail.

Then the professional would get a Facebook style notification (No need to logout or refresh the page).

Professional has to click Accept.

At this point, you can click on the Eye button for the client.

Once a client profile is opened you can view the selected case type and general summary at the top.

Then for the selected case type, you can view the questionnaires.

And court forms (documents) generated (if any) on the case info page.

Option 2: Professional e-mails an invitation link to the client

Go to the dashboard. As a professional, you can invite a client by following these steps:

1. Click on Invite Client: You will have to add First Name, Last Name, Email, Phone No, DOB, and Driver license, etc. And hit the invite button.

Now client will receive the email. He/She can accept or reject the invitation.