How to Use Mobile Field Agent

Open your phone’s web browser and go to directlegal.legalconnect.com/mobile.

Enter the E-mail address and Password you already use for the Direct Legal Support portal, then tap Login.

After you log in, you see a list of all your Received, Pending and Executed orders, for every type of order. Each order shows:

• The order number
• The status
• The order type, as an icon
• The service level
• The date and time the next update is due
• The primary location

Tap an order to open its status update page.

1. Choose the status. Tap a quick status at the top, such as Personally Served or No Answer, or tap Select other status for the full list.
2. Check the date and time. The serve date and time are filled in for you. Change them if you need to.
3. Enter the details that apply: Person Served, Title or Relationship and Serve Location.
4. Add photos if you have them. Tap Camera to add up to 5 photos, and add any comments.
5. Tap Add Status.

A summary of your update appears with Saved! Tap Done.

Your update goes into the Direct Legal Support portal right away. The client sees it under Pending Orders and Closed Orders, and we see it in the status updates in our operations portal.

A copy of the status update, including your GPS location and photos, is also emailed to the client.

To save time, you can apply the same status update, including the GPS location and photos, to other orders at the same address.

After you submit an update, any other orders at that address are listed. Turn on Select all, or turn on only the orders you want, then tap Add Status.