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