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CLIENT PORTAL

via LawConnect
THE GOOD WILL COMPANY

ABOUT LAWCONNECT

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The Good Will Company uses LawConnect as a secure document management system for our clients. This service allows us to share key documentation with you in a secure manner, allows you to key in comments and feedback which ultimately comes back to us and enables us to update documents in a streamlined manner cutting back on emails and multiple copies of the same document. This service keeps your important legal documents in a safe, secure and accessible environment.

SECURE

LawConnect stores its data on servers provided by Amazon Web Services and is safer than email. Sending confidential documents by email exposes you to risks like hacking. LawConnect documents aren’t emailed. They’re stored in the right matter, accessed only by people with permission.

ACCESSIBLE

You can sign in to LawConnect and view, collaborate and share your documents from anywhere in the world, at anytime, whether you’re on a computer or mobile device. Signing in to LawConnect is simple and quick – just use your Facebook, LinkedIn or Google accounts.

COLLABORATIVE

Collaborate on documents with clients, lawyers and other parties with LawConnect’s Comment and Reply feature. Document integrity is maintained and there’s no limit to the number of comments and replies, making it ideal for reviewing and refining a document without back and forth emails.

THE GOOD WILL COMPANY

GET STARTED WITH LAWCONNECT

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STEP 1 - INVITATION

The first time your lawyer shares a document with using LawConnect, you'll receive an email invitation that will look like:


The email invitation includes the name of the person sharing the document, the firm that they're associated with and any message or instructions they've included. First you'll need to create an account then you'll be able to log in at any time.

STEP 2 - OPEN ACCOUNT
  • Click View and you'll be taken to the home screen of LawConnect to sign up.
  • Click Create An Account in the top left-hand corner.

  • Enter your name
  • Enter your email address - please ensure you use the same email that you  have provided to us which was used to send you the invite to LawConnect
  • Enter your password - we suggest you use a password generator like Strong Random Password Generator (using settings shown in this snapshot below).  Important Note:  A secure password is important as you will be storing your personal details and documentation on this Client Portal:

CLICK ON IMAGE TO ENLARGE

  • Store this password somewhere safe.
  • Click Sign Up.
  • You'll receive an email from LawConnect to verify your email address.
  • Click Confirm My Account to verify your email address for LawConnect.
  • You'll then be able to Sign In when you enter your email address and password.

You will then have access to all the documents The Good Will Company has shared with you as well as the ability to load any important documents you wish to keep stored securely which may be required by your Executors or Trustees in the future.  Important Note:  To delete any documents from LawConnect you will need to email us with a request to have that document deleted.  This is a safety precaution to prevent incorrect deletion of documents.

STEP 3 - ADDING COMMENTS

When you open a document in LawConnect it will open it up in a new screen.

You simply double click on a word or double click and drag to highlight a number of words, and then when you release a small blue comment button will come up.  Simply click on that comment button and make the necessary comments then save.

You'll notice a small blue comment bubble in the bottom right hand side of your screen that will show the number of comments you have made.

Once you have finished all your changes, it is hard to see, but up in the top right hand corner of the black screen is a small cross which will allow you to close the window and go back to your LawConnect Dashboard.

Once you close out of the document, an email will be sent to the person who shared the document with you advising them that the document has had comments added to it and outlines those comments.  They can then act on those comments as needed.

STEP 4 - FUTURE ACCESS

The next time you access our Client Portal you'll go directly there and sign in using your email and password you set up in Step 2 above.

When a document is shared with you you'll receive an email as shown in Step 1 above and when you click on that link you'll be asked to login to your LawConnect account to view it.

You can also access your LawConnect account from our website via the Client Portal link shown in the header on the home page of our website:

There is also a link to our Client Portal from the bottom of every page of our website:

There will also be times that we will only share documents with you while they are in the drafting process in order to get your feedback and then access will be removed.

At the conclusion of your matter and once your documents are executed while the originals will stored safely in our secure storage, the scanned copies of your Estate Plan, Will, Enduring Power of Attorney and Enduring Guardianship will be made accessible to you so that you are able to view them at your convenience.

CLIENT PORTAL

Secure Access

To facilitate a transparent communication between you and our advisers, we've set up a LawConnect account for you. Use it as storage to organize your estate planning files or an avenue to discuss real time comments on documents with your adviser. To log in, click the button below.

ASK A QUESTION

General Discussion

Do you have a Will? Worried yours may be out of date? Unsure if your Will or Trust reflects your intentions? All valid concerns, so give our advisers a call and let the Good Will Company assist you with your Estate Planning enquiries and take the first step to securing you and your family's future.

BOOK A MEETING

Your Journey Begins

Book a meeting with our estate planning experts and, using our holistic and streamlined approach, we will ensure you are asking the right questions and ultimately coming up with the correct answers. Allow the Good Will Company to empower you to secure your family’s future.

REFER A FRIEND

Spread the Word

If you believe that our estate planning service could be beneficial to a friend or family member, please don't hesitate to refer them to our friendly staff here at The Good Will Company.  We would be happy to work with them to give them peace of mind with respect to their Estate Planning.