Monday, January 27, 2014

The New Customer Portal is Here

We rolled out a shiny new Customer Portal 5.0 and we think you’re going to love it. Our team updated every corner of the portal and cleared out some of the clutter so you can focus on what matters: your work. But there’s a lot more to it than a new look. Here are the details, all in one place. 

What’s changed?

A fresh design

To begin with, we gave the entire portal a makeover. The homepage is far more simplified showing you only the critical items you need so you can quickly find what you’re looking for.


New Ordering Process

We went through the ordering process with a fine toothed comb to see what fields we could remove altogether, what fields we could move to a more logical location and areas where we could reduce keystrokes and mouse clicks. We were able to shave time off the ordering process allowing users to place an order within 60 - 90 seconds, on average.



Enhanced “Manage Cases” Feature

Customers were pretty vocal on what case information they wanted to see and how they wanted to see it. Not ones to disappoint, our newly enhanced “Manage Cases” feature now displays all related orders and documents in one place. With the click of a button, customers can check on the status of their orders, download or print documents, e.g., Conformed Copies or Proofs of Service, or view details for a case within one window! Customers can also place orders on existing cases without having to re-enter case information saving you even more time.


New Help Page

A new Help page was added to the portal which includes links to user guides, frequently asked questions and our Customer Support team’s contact information.  We also added Customer Support’s phone number to the bottom of every page so you can easily get the help you need when you want it.


Other changes include:
  • The Client Matter field (used for your internal billing code or reference number) has been replaced with a Billing Code field which will be optional for users. The default is set to not be required, but you can make it required by going into My Profile inside your account.
  • The Case Name will be the main convention used to look up orders instead of Order Number.
  • Case and Order data can be filtered by 90, 60 or 30 days based on your preference by simply clicking on My Profile, User Settings tab, and selecting your preference. The default is 90 days.
  • A Search field is now included on most pages allowing you to search Rapid Legal's entire database for cases, orders and related documents - new and old.


Some Final Words

Our electronic file and serve system, the Customer Portal, is our heart. We’re always dreaming up ways to improve its speed, stability or functionality to keep up with customers’ needs and technological developments. If you’d like to learn more about our research and design processes, you can look through posts in this blog tagged “New Customer Portal.” 


No comments:

Post a Comment