1. Cover

2. Petitioner Addition Overview

3. Register from Login Page

First, from the login page, click Register as a user below the Login button. Then a registration form will open. Enter the client's company name, first and last name, phone number, and email. Select Corporate and click Register.

4. Email and Dashboard Notifications

After registration, the petitioner will receive an email to set their password. At the same time, the law firm will receive a notification on the dashboard to approve the petition.

5. Petitioner Registration Request Actions

Under Actions, law firm user sees a new petitioner registration request. You can approve, hold, or reject the request.

6. Approving and Editing Petitioner Details

7. Completing Company Details Options

8. Data Reuse and Error Reduction

9. Alternative Petitioner Invitation Methods

10. Second Invitation Method

Let's continue and see Second method.

11. Create New Corporate From Dashboard

From the dashboard, click Create and select New Corporate.

12. Filling Invite Client Form

The Invite Client box appears. Fill in the details. At the bottom, choose Assign Branch to assign the branch to the petitioners, Or let the customer choose - means, the petitioner can select the branch. Then click Submit.

13. Third Method: Clients Panel Invitation

Third method is navigate to Clients from the left-hand panel, click on Corporations option, open the Invite Client box, fill in the form, and Submit.

14. Second Method: Dashboard New Corporate

15. Fourth Method: Case Creation Invitation

Fourth method i while creating a new case, if the petitioner isn't added yet, click Invite Petitioner, enter the details, and click Submit.

16. Viewing Newly Added Petitioners

17. Clients Page Overview

On the Clients Details page, you will see a list of all added clients along with their key information, including Name, Email ID, Branch, Client ID, Status, and Created On.

Under the Actions tab for each client, you will find several options to manage their details. Click on Edit to update client information. Use Set Password to reset the clientu2019s password. Select Details to navigate to the specific clientu2019s detailed profile page. The Resend Activation Link option allows you to resend the activation email to the client. You can also choose Delete to remove the client from the system.

At the top of the page, there is a Search box that allows you to quickly find clients by entering their Name, Email, or Client ID. On the right-hand side, you will find a Filter option, which can be used to refine your search results using additional filtering criteria.

18. Benefits of Adding Petitioners

19. Ending