How LegalPass works

Customers. They sign up, pick a plan, chat with an attorney, buy more minutes, and pay for document jobs — using the public site and the member portal.

Attorneys who answer chats and handle paid work via the admin console (Attorney Tools) — payment links, credits, partner codes — and reply to live chats in ProProfs.

Everything attorneys can do, plus managing members, managing staff accounts, and setting prices.

1. From the home page click Get Started / Sign Up.
2. Choose a plan, then enter your name, a real email, and a password (8+ characters).
3. Tick the Terms box and click Create Account.
4. A “Check your email” panel appears; a 6-digit code arrives from noreply@legalpass.co.za (check spam).
5. Type the code and click Verify & Continue — you can resend if needed.

The Pricing page lists each package (currently Individual and Enterprise) with its monthly minutes bundle and Rand price. Minutes refresh each billing cycle.

• Minutes — attorney-chat minutes per month.
• Price — billed monthly via PayFast.

1. Click Log In, enter email and password, submit.
2. You land on your dashboard and stay logged in even after closing the tab.
3. Log Out is in the portal sidebar.

1. Click Forgot password? and enter your email.
2. A branded email arrives with a 6-digit code.
3. Enter the code, set a new password (8+ chars), and log in.

Your dashboard greets you by name and shows a minutes ring (used vs. allowance), your plan, and your next reset date.

• The Minutes remaining figure is identical everywhere — sidebar, dashboard, billing.
• Quick links jump to Transcripts, Billing, Upgrade and Account Settings.

1. From the dashboard click Start Attorney Chat.
2. Describe your matter — while you wait, nothing is charged.
3. Once an attorney replies, the session is live and minutes begin counting.
4. When the chat ends, the time used is deducted.

1. Go to Billing → Buy Minutes and pick a package.
2. You're sent to the PayFast secure page (cards never touch LegalPass).
3. After payment you return and the minutes are added to your balance (top-ups stack).
4. The order appears under Invoice History.

1. The attorney sends a payment link in the chat for the work (e.g. Drafting — 10 pages).
2. Tap it — the PayFast page shows the amount and what it's for.
3. Complete payment; you return to LegalPass and the attorney is notified so they can start.

1. Go to Billing → Partner Access Code.
2. Enter the code and click Redeem.
3. A valid code switches you onto its plan with a success message; an invalid one shows a clear error.

The Transcripts page lists your past attorney chats. Open one to read the full conversation — a handy record of the advice given.

• Membership card — a digital LegalPass card with your name, plan tier, live minutes and member ID (not a bank card).
• Current subscription — plan, monthly charge, next billing date, minutes used.
• Invoice History — every paid order with a downloadable tax-invoice PDF (incl. 15% VAT).

1. Open Account Settings — name, email, phone and company are pre-filled.
2. Edit a field and click Save; changes persist after reload.
3. Account deletion is managed here too.

1. Go to /admin and sign in with your staff email and password.
2. If 2FA is on, enter the 6-digit code from your authenticator app.
3. You get three tabs: Subscribers, Users, Attorney Tools.

1. Log into the ProProfs operator account and set yourself Available.
2. Incoming chats appear — reply to start helping.
3. The member is only billed once you reply; when the chat ends, their minutes are deducted automatically.

1. Pick the job type (Drafting or Review/amend) and pages — price updates live (per 10-page block).
2. In Member email, type the member's name/email and pick from the live dropdown (it confirms plan + minutes).
3. Add your name and an optional description, then click Generate payment link.
4. Copy the short link and paste it into the chat for the member to pay.

1. In Pass a credit, find the member (live dropdown).
2. Enter the minutes (at least 1), who it's flagged by, and a reason (audited).
3. Click Pass credit to account — the balance goes up and the credit is logged.

1. Enter the partner / employer name and how many codes (1–5000).
2. Click Issue codes — a batch is generated, prefixed from the partner name.
3. Use Copy all codes to hand them out; members redeem them on their Billing page.

• The Job status block lists recent jobs with a pill — pending (unpaid) or paid (ready to start). Refresh to update.
• A count badge on the Attorney Tools tab shows jobs still awaiting payment.
• When a job is paid, the issuing attorney gets an email notification.

Admins see live counts (total, active, suspended, pending deletion, new this month) and a searchable, filterable table of every member with plan, minutes, status and key dates.

From a member's Actions menu you can:

• Credit minutes — straight from the row.
• View profile — full member details.
• Suspend / Reactivate — block or restore access.
• Remove — permanently delete the account.

1. Invite a staff member: name, email, role (Attorney or Admin). They get a temp password.
2. Change role with the role dropdown.
3. Suspend / Reactivate a login without deleting it.
4. Remove a staff login permanently.

1. Find the pricing rows (each plan, its minutes and price).
2. Edit a plan's Rand price and click Save.
3. The new price flows to the public pricing page and the buy-minutes flow.

• Two-factor (2FA) — enrol an authenticator app; login then asks for a 6-digit code.
• Forgot password — staff reset uses a 6-digit emailed code (same branded flow).
• Role-based access — members can't reach admin; staff management is admin-only.