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PBI Web Portal 16 Enhancements

From Prime 16 Online User's Manual

Enhancements in Private Bar Portal 16 version 1

Video Help System

Within the menu of the Portal, attorneys have the ability to access a new video-based help system. The menu item is shown in Figure 1 and the actual web help system page is shown in Figure 2.

Figure 1 - Help Menu Item
Figure 2 - PBI Lawyer Video Help System

When an attorney clicks on a link in the Portal Help System, a video shows them how to use the feature. Staff have a similar video help system available to them, shown in Figure 3.

Figure 3 - Staff Video Help System

Dashboard

Once an attorney logs on, they are taken to the main menu page. This enhanced page has a dashboard showing various charts relating to the past cases they’ve taken, as well as information on the organization itself. An example dashboard is shown in Figure 4.

Figure 4 - Dashboard

Graphs across the top of the dashboard apply only to the attorney. From the left, (1) the number of cases accepted, by month, for the last six months, (2) the total hours provided, by month, for the last six months, and (3) the total number of cases taken. Graphs along the bottom of the dashboard apply to the whole organization. From the left, (1) the number of accepted cases, by month, for the last six months, (2) the total hours provided, by month, for the last six months, and (3) the total number of cases that are waiting assignment.

Redesigned Menu Interface

The menu interface in version 16, has moved from the middle to the top of the screen. The menu shows additional choices when a mouse is placed over it, as shown in Figure 5.

Figure 5 - Redesigned Menu Interface

File Upload

In previous versions, an attorney was limited to uploading one document at a time. Additionally, that document had to be 4 megabytes or smaller. Version 16 allows the selection of multiple files for upload. Additionally, those file are no longer subject to the 4-megabyte file size limitation. Figure 6 shows this new interface.

Figure 6 - New File Upload Capability

Email Notifications

Email notifications are enhanced. They now contain additional, helpful information, such as the name of the attorney involved, and the name and case number of the client. 

Enhancements in Private Bar Portal 16 version 2

Mobile-friendly Responsiveness

Several new enhancements have been made in version 2. The first, major enhancement is a redesign of the website for responsiveness. Every page in the website has been modified to enhance user viewing whether in a desktop or mobile environment. Each web page will change its layout depending on the size of the screen available. Although there are some controls in some pages that cannot be adequately displayed in very small screens, the responsive design makes the use of those controls easier in smaller screens. Please note that as a result of its responsiveness, the images of web pages shown herein are representative only. Each page may appear slightly different based on the dimensions of the screen available. A page viewed on a small mobile device will look remarkably different from the same page viewed on a full-sized, desktop monitor.

Waiting Case Screening

Waiting cases were previously screened using a three-phase process (review of a basic note about the case, review of conflict information, review of client information) with each phase being displayed in a separate web page. Each phase is now taken care of in a single, responsive page, making the process simpler to manage with fewer web pages.

Document Download MIME Mapping

Downloaded documents are now put through a MIME mapping system. This helps the receiving device know the type of the document and what program or interface it should provide to open or display that document. On mobile devices, this can help by displaying the document within the web interface for easy use.  

Enhancements in Private Bar Portal 16 version 4

9 July 2021 - These features are coming soon!!!

Redesigned user interface

Better mobile-friendly responsiveness

Two Factor Authentication using Email

Two Factor Authentication using Google Authenticator