Navigating the New Order Process on the First Legal FirstConnect Portal

Navigating the New Order Process on the First Legal FirstConnect Portal

Here is a step-by-step guide to assist you in placing an order for Court & Process requests on the First Legal FirstConnect Portal.

Step 1: Service Line

• From the Dashboard, begin by selecting the ' Court & Process Service Line’, then click ‘next’.

Step 2: Account

• Next, you will select the 'Account' which is tied to the client or matter you are working on. This ensures that the order is billed and tracked correctly. Once you have selected the correct account, click ‘next’.

Step 3: Service Type

• After setting the service line and account, you’ll choose the 'Service Type'. This defines the specific service you require within the previously selected category. First, select the service type category; this includes court filing, messenger, and research requests.
• Next select the urgency, based on when you need to request to be completed. You will notice a hover dialogue on each urgency type to provide you with a timeline for your request.
• The last step for Service Type is to add your client matter number and claim number if applicable. Once this is completed, click ‘next’.

Step 4: Documents

• The 'Documents' step involves uploading any necessary documents related to your order. You can add documents by either dragging and dropping the files, or by browsing the files to upload.
• After you have added your documents, you will add the document description to let us know what type of document you are providing. Once this is completed, click ‘next’.

Step 5: Case

• In the 'Case' section, you will enter relevant information about the legal case associated with the service. This includes the case name and number. Once this is completed, click ‘next’.

Step 6: Pickup

• If the service requires, the 'Pickup' step is where you’ll provide details about where and when any physical documents or items should be collected.  Once this is completed, click ‘next’.

Step 7: Delivery

• For the 'Delivery' step, input where the service should be delivered. This could be a court, an office, or another location. Once this is completed, click ‘next’.

Step 8: Instructions

• The 'Instructions' field is where you can provide any additional information or special instructions needed to complete the order accurately. You can also select to advance fees and deliver courtesy copies. Once this is completed, click ‘next’.

Step 9: Review

• Finally, the 'Review' step allows you to check all the information you’ve entered across all steps. Make sure every detail is correct before submission.

Once you have completed these steps and are satisfied that all the details are correct, you can proceed to submit the order. If you are not ready to submit, you can use the 'Save as Draft' option to save your progress and come back to it later.

Note: Throughout the process, the interface provides 'Back' and 'Next' buttons, allowing you to navigate through the order placement steps seamlessly. It's crucial to fill out all mandatory fields, especially those marked with an asterisk (*), as these are required to process the order.