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Account Settings

Update personal information

To update your name, email, phone number, or password for your LegalPro+ account:

  1. Open the app menu and tap “Settings.”
  2. Tap the bar that displays your name, phone number, and email.
  3. Tap the detail you want to change and enter the updated information.
  4. Make your updates and click “Save.”

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Confirming account changes

We use verification codes to help ensure you’re the one making changes to your account. Here’s what to expect based on the details you change:

  • Phone number: you’ll receive a verification code via text message. Enter the code in your app to confirm the change.
  • Email (iOS only): we’ll email you a verification code to your new address. Enter the code in your app to confirm the change. We’ll also send a notification email to your old email address. If you don’t receive an email, check your spam or junk folders and the spelling on your email address before requesting another code. If you’re still not receiving the verification code, tap “I’m having trouble.”
  • Password: you’ll be prompted to enter your current password in the app. Passwords must be at least 5 characters long.

Change profile picture

To change or add a profile picture, tap your photo or the blank circle in the menu section of your app.

If you have a LegalPro+ account

Users with a LegalPro+ account must go through their app to change their profile photo. This applies if you ever created a Client User or Service Provider account, even if it was never activated.

Your profile photo must be approved before it appears on your account. The approval typically takes 2 hours. Once approved, your photo updates on your account.

 

Editing a Client User or Service Provider profile

Editing a Client User or Service Provider profile

To edit a LegalPro+ User profile:

  1. Open your LegalPro+ app and tap “Account.”
  2. Tap “Wallet” and scroll down to “User Profiles.”
  3. Tap the profile you’d like to update, then tap the item you wish to edit.

On business profiles that you created, you can edit the:

  • Profile name
  • Associated email
  • Default payment method
  • Travel report frequency
  • Expense provider

On business profiles managed by your company, the account adminstrator manages the changes. You can only edit the:

  • Default payment method
  • Travel report frequency

Updating a payment method on your account

Updating a payment method on your account

Adding and selecting a preferred payment method will allow you to book a service. You can add payment methods including credit and debit cards, PayPal, Venmo, digital wallets and Crypto currency. When a Service booking ends, your selected payment method is charged.

During a service booking, use your app to check that your preferred payment method is selected. Swipe up from the bottom of the app and tap your desired payment method before the Service booking ends.

Add a payment method

  1. Select “Wallet” from your app menu.
  2. Tap “Add Payment Method”.
  3. Add a payment method by manually entering the card info, scanning a card, or adding an alternative payment type.

Scan a credit or debit card

  1. To scan a card, tap the camera icon. Your phone may ask permission for the LegalPro+ app to use the camera.
  2. Center your card in your phone’s screen so that all 4 corners flash green. Cards with embossed letters and numbers are typically easiest to scan.
  3. Enter the card’s expiration date, CVV number, and billing ZIP or postal code.
  4. Tap “Save”.

Manually add a credit or debit card

  1. Enter your card number.
  2. Enter the expiration date, CVV number, and billing ZIP or postal code.
  3. Tap “Save”.

Update card info

You can edit a debit or credit card’s expiration date, CCV number, and billing zip or postal code. If you have an Uber for Business profile, you can also change the profile your card is associated with by selecting Settings from your menu. Select Profiles to get started.

  1. Select “Payment” from your app menu.
  2. Select the payment option you’d like to update.
  3. Tap the three dot icon, then tap “Edit”.
     
  4. Make changes, then tap “Save” when you’re done.

While a debit or credit card number can’t be edited, a card can be removed from your account and then added again as a new payment method.

Delete a payment method

Your account must have at least one payment method at all times. If you wish to delete your only payment method, you’ll need to add a new one first.

  1. Select “Payment” from your menu.
  2. Select the card you’d like to delete.
  3. Tap the three dot icon in the upper-right corner.
  4. Tap “Delete”, then confirm.