How to Set Up and Share Your Advocacy Card on Legalise
How to Set Up and Share Your Advocacy Card on Legalise
The Advocacy Card is a public digital profile page included with every Legalise account. It shows professional details, practice areas, and contact information in a format that can be shared as a link or QR code. This tutorial walks through setting up the card, completing the profile, and sharing it professionally.
Step 1: Sign In and Go to Account Settings
The Advocacy Card is created and managed from the account settings area after signing in. Navigate to the account section from the top navigation or the profile icon. The account area is organized into tabs; the profile and card section is where all the professional information is entered.
Step 2: Complete the Identity Fields
The profile form collects the core professional details that will appear on the Advocacy Card. Fill in the following:
- Full name as it appears on the bar council roll
- Designation (Advocate, Senior Advocate, etc.)
- Bar council number to establish professional registration
- Preferred court where the bulk of the practice is conducted
- Firm name if practicing under a firm or chamber
- Contact details including a contact email or phone number that the card should display
Every field that is completed will appear on the public-facing card. Fields that are left blank will not appear, so the card can be kept minimal if preferred.
Step 3: Select Practice Areas
The practice area selector shows the full range of legal practice categories available on the platform. Practice areas are grouped into categories: civil litigation, criminal defence, family law, constitutional matters, property and conveyancing, corporate and commercial, taxation, and others.
Select the areas that accurately reflect the actual practice. The card is a professional reference and the practice areas listed on it will be seen by clients and colleagues, so selecting only the areas where instructions are actively accepted is the better approach over listing every category.
Step 4: Save the Profile
After completing the relevant fields and selecting practice areas, save the profile. The Advocacy Card is generated immediately and is available at a unique public link. The link does not change after it is created, so it can be distributed immediately and will continue to work as the profile is updated.
Step 5: Access the Card Link and QR Code
From the profile settings, the card's public link and QR code are accessible. The link opens the card in any browser without requiring the visitor to sign in. The QR code can be saved as an image and printed on a visiting card, used in an email signature, or shared in a document.
Step 6: Share the Card
The most common sharing contexts for the Advocacy Card are:
- WhatsApp: Paste the card link into a message when a client or colleague asks for professional details. The link opens directly to the profile.
- Email signature: Add the link below the name and designation in the email signature for all professional correspondence.
- Visiting card QR code: Print the QR code on the back of a visiting card so that recipients can scan it to access the full profile, which contains more detail than a printed card can carry.
- Referral messages: When a colleague is forwarding a referral, the card link gives the recipient the complete professional details without requiring a follow-up exchange.
Step 7: Update the Card
If professional details change, such as a change in preferred court, a new firm affiliation, or an expanded practice area, update the profile in account settings and save. The change takes effect on the public card immediately, so all existing shares of the link will reflect the updated information without needing to redistribute it.