Quantum Collaborate | Step-by Step Client Guide
If you have set up your Quantum Collaborate account, and wish to log in, please CLICK HERE
To access the below instructions in video format, please click here.
How can I access Quantum Collaborate as a Client?
Your Solicitor will share access to Quantum Collaborate with you via email.
The email will contain a temporary password and link. Please copy the temporary password and click on the link (quantum.classlegal.com) to access your account.
Enter your email address and temporary password into the boxes shown below.
You will be asked to change your password to something more memorable.
You will now be asked to set up two factor authentication which we have implemented for your security. You can find instructions for setting this up here: https://classlegal.com/resourc...
What happens when I login?
When you login for the first time you will see your case information. This includes your details, your ex-partners details, dates, children and exchange rates
Navigate your way through each section, checking the information is correct and make any necessary changes. These changes will be automatically sent back to your Solicitor for review.
Please note: Quantum automatically saves your changes, before moving to the next section. Please ensure the status is ‘Saved’ in the bottom right corner as below.
How do I access my Form E?
Once your solicitor has reviewed any changes you have made to the case information, they will share your form with you. You will receive an email letting you know.
Login to your account and you will see the form available to you at the left side of the screen.
Click on the form to expand the sections available for edit. Sections which are greyed out are not available for editing and can be ignored.
Your Solicitor will advise you which sections of the form to complete. Expand each section using the drop-down arrow highlighted below.
How do I attach PDF documents to my Form E?
Documents required as attachments for Forms E, E1 and E2, such as bank statements and valuations, can be linked to specific items within sections of the form.
If you have already uploaded your documents using the document manager, you can select them in the section of your Form E using the dropdown:
Alternatively, you can drag and drop a document into the highlighted box (so uploading and attaching it at the same time):
If we go back to the Document Manager located in the tools section, any documents which have been allocated in a section of the form will be referenced here:
How do I print or download attachments with a form?
To download the attachments with a form, select Print or download and set the scope to ‘Entire form with attachments’
This will ensure that any attachments added to this particular form will be visible at the end.
Finally, when you are ready to send your form back to your solicitor and you click Submit, all the attachments you have in your Document manager will be automatically sent to them too.
How do I submit a form to my Solicitor?
Once you are happy with the changes made you will need to submit the form back to your Solicitor. To do this click ‘Submit form’ as highlighted below.
Quantum will ask if you are sure you wish to submit the changes.
Click ‘Submit’ to confirm or ‘Cancel’ to continue editing the form.
You will not be able to make any further edits until your Solicitor has reviewed the form and returned it to you. A message below will appear to inform you.
If you are required to digitally sign your forms, you can export them to a PDF using the print or download button and digitally sign in Adobe. The final form can be sent back to your solicitor via a secure method (GDrive, Dropbox, ICloud etc.). Do not do this until your are certain the form is completely finished and no further collaboration is required from you or your solicitor.
