Rocket Lawyer: Dashboard Navigation guide
In this article, you will be able to see the sections of the Rocket Lawyer Home page.
To Log in, the user needs to go to rocketlawyer.com and press on the "Sign in" option on the top right side of the page.
In the next page, type in your RL credentials. Then press Sign in.
You will now be take to the landing page of Rocket Lawyer. To the left are sections for you to explore Rocket Lawyer.
The sections are pretty straight forward. Lets talk about each section and what you will see when you click them.
Starting with the DASHBOARD, this is your home page. You also see in the middle of the screen yoir activities/documents you have created or is in progress, Questions or tickets that you have lodged and tickets that have been responded to by lawyers.
MAKE DOCUMENTS - One of the most useful sections of your Rocket Lawyer account. This section will allow you to draft specific legal documents based from your needs (ex. contracts, POA, etc.). You can either choose from one of the items listed categories or streamline it by using the keyword search feature and see if the document is available for you to modify.
By using key word search, Rocket Lawyer will filter it to show you a list of choices on what specific document you are looking for.
Ex. You are looking for a document for "Power of Attorney", type it in and RL will give you a list that you can choose and use.
On the other hand, if you are unsure what document you may need, you can select one of the predefined categories under the "I need to:" section.
This will then open a pop up section that will show you the primary documents you will need. Then on the right are links of documents that you may need later.
Lastly, at the bottom of the page are the most Popular Documents being used that you can use and immediately start modifying.
SIGN DOCUMENTS - This section will allow you to edit a document and add a signature box, for yourself and others as well
Click on Choose File in the middle of the screen to add the document that you will add your signature in. It will open a window for you to browse your computer and locate the document (PDF or Word doc only). Then click Open. It will upload the document. Once uploaded a small pop up box will appear with options.
Click on Add signature boxes button. Scroll to the page where you want to add the signature box and a small menu will appear.
From left, the icons are as follows: Signature, Initials, Date, Text and Remove.
When you press on Signature, this box will come up, it will show you who will sign and also allow you to add another name that can be added to sign. Choose who will sign and press Select.
This small box will appear that will show the name of the person you selected to sign:
Press Next step button at the bottom of the page.
In this window, just press "Sign now".
The next screen will give you 2 tabs, to Draw or to Type.
Under DRAW, you can only change the color of the pen you are using which is Blue and Black only.
For TYPE, you can type in text, select color of font (blue and black only) and choose from 4 types of font.
Then hit Sign now to complete the process and show the signature you made.
For the other selections (Initials, Date, Text and Remove), The same procedure applies to add it to the document.
ADD DOCUMENTS - add documents will allow you to import an existing document to your RL for you to be able to modify it and add your signature (see Sign Documents steps)
START A BUSINESS - will allow you to process an Incorporation. Incorporation is the process of setting up a corporation.
To learn more about it, in the same page you just have to scroll down and you will see the Incorporation FAQ's.
ASK A LAWYER - An important section in your RL. This will allow you to consult or ask questions and get an answer straight from a Lawyer/Attorney.
You can either have them respond to you through an email or have them contact you and an over the phone consultation.
Note: Usually a response is received within 24 hours.
EXPLORE - This section will give you a huge variety of resource.
Lawyer Directory - shows you the network of lawyers affiliated to RL. You can find information about the lawyers like their practice information, Practice Area, Rates and a little something about them.
Legal Help Center - provides an insight about certain legal matters to give you an idea on what you can do and what RL can do to provide assistance.
Legal Dictionary - gives you an A to Z list of terminologies of common legal terms defined in simple, everyday language.
Those are all the sections of the Rocket Lawyer.
Related Articles:
Introduction to Rocket Lawyer: click here
Rocket Lawyer registration guide: click here
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