Representatives and household members
Giving an authorized representative or a household member their own scoped, revocable portal access, never a shared password.
For: StaffClient
Sometimes someone else needs to help a client with their case: a family member, a guardian or an authorized representative. In LegalBook that person gets their own access, with their own sign-in. Nobody shares a password.
Kinds of access
| Access | Who |
|---|---|
| Self | The client. One per person. |
| Representative | Someone authorized to act for the client, such as a guardian or authorized representative |
| Household | A member of the client's household |
What an access covers
Each access is scoped to:
- the people it covers (for example, a parent and a child),
- the matters it covers,
- the capabilities it allows: view documents, upload, message, view payments, pay, manage appointments, complete questionnaires and sign.
A representative sees only what their access covers. A task the representative is not allowed to complete shows who can.
How access is granted
Firm staff invite the person from Portal access or the client's record. Before access is granted, LegalBook checks the relationship to the client, any authorization document the firm requires, safety flags, and that the person is not an opposing party. Widening a representative's or household member's access needs one of the roles the firm named for that.
A client can see who has access to their portal under Profile, and can request access for someone or revoke access they granted.
Revoking
Access can be suspended, reinstated or revoked at any time by the firm, and an authorization with an end date expires on its own. Revoking an access ends that person's access only; the client's own access is untouched.