This article provides an overview of the essential setup steps and basic usage for starting with LegalOn.
Common setup tasks
To begin using LegalOn effectively, please complete the following setup steps.
1. Before you start
Before you begin, make sure you understand the basic concepts, module structure, and key terminology. We recommend reading the following:
2. Initial setup steps
To upload and manage contracts, you must complete the initial setup:
Step 1: Confirm your user role settings and invite other users
Step 2: Create your Workspaces
Step 3: Set access permissions for each Workspace
For details, see: How to Configure Spaces and Permissions
Additional setup tasks for Matter Management
→ Prepare to Accept and Manage Matters
Basic usage for each Module
Once you’ve completed your setup, here are the basic ways to use each module:
Matter Management: Create Matters by Sending Emails
Review: Use the Contract Risk Check
Note: The above help pages are accessible after logging into LegalOn.
Need assistance?
We’re here to help! If you have questions about setup or usage, please contact our Support Team from the bottom left icon.
