Individuals acting on behalf of another person in various case types (e.g., A Power of attorney or a licensee retained by the subject of a complaint or the complainant) will be asked by LSO staff to create an LSO Connects account.
As a Case Representative you will have access to your client’s case information and be able to message the Law Society about that case or service request through the LSO Connects application. Do not use the Messages icon in the ribbon to communicate with the LSO about a case or service request. You may only use the Message icon in the ribbon to send general questions to the Contact Centre.
To access your case’s message centre, follow the steps below:
Accessing your client's complaints case
1. After logging into LSO Connects, click the Home icon to navigate to the home page.
2. Select the Cases where I am a representative tile from the options presented; the Case
representative window appears. Your current open cases will be displayed under the heading Open
cases.
Note: The LSO Connects home page is dynamic, if you have not yet been added as a representative for a case or service request you will not see the Cases where I am a representative tile.
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3. Click on the Case Number to view details about the case. The Case details screen appears.
Note: Closed cases will be removed from the representatives’ LSO Connects account 10 business days after the case is closed. We encourage you to print / save as you go to keep your client file up to date.
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Messaging the LSO
4. Click the Messages menu option.
5. Click the New Message button, the Create Message window appears.
6. Enter the Subject and content of your message into their respective fields.
7. If you wish to upload a document to your message, click the Attach Documents button to attach a file that is NOT related to a case requirement request.
Note: The maximum size of individual documents is 90MB. A maximum of 15 documents can be attached at one time. Please ensure that the documents you are sending have meaningful names (e.g.,. Letter to Client dated January 1, 2023
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8. Navigate to the document(s) you wish to attach.
Note: If you need to attach more than one document for this requirement, make sure to have them grouped within the same folder on your computer and use the shift or ctrl key to select all the documents at one time. You are unable to add multiple documents individually; if you attempt to do so each document will replace the last and only one document will be sent.
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9. Click the Open button. The Create window reappears, and the selected document is identified within.
Note: If a document has been attached in error, you may delete the document from the list by clicking the garbage can icon beside the document name
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10. Click the Send Message button to send the message and uploaded documents to the LSO. A confirmation pop-up appears informing you when to expect a response. If your message requires a response, we will respond within 2-3 business days.
11. Click the Ok button. The message processes and you are returned to the main message centre screen.
12. Your recently sent message appears in the list. Click the message title to view further details about
the message.
Note: It may take up to 30 minutes for your document to display within the Documents section of your sent message.
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