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How to integrate Slack with LegalOn

Updated over 3 weeks ago

To use Slack for communication in Matter Management, you must first complete the setup steps described here.

Requirements


  • Slack Plan:

    • Pro

    • Business+

    • Enterprise Grid

⚠️ Free plans are not supported.


How to connect Slack

  1. Go to [Admin settings] → [Integrations] → [Slack].

  2. Toggle [Enable Slack Integration] ON.

  3. Confirm or select the Slack workspace you want to connect, then click [Allow].

When the connection is successful, a “Successfully connected” message appears, and [Status] changes to Connected.

After integration, a [Slack] tab will appear on each matter detail page in Matter Management.

For details on using Slack with matters, please refer to: [Manage matters via Slack]

How to disconnect Slack

  1. Go to [Admin settings] → [Integrations] → [Slack].

  2. Toggle [Enable Slack integration] OFF.

  3. Confirm the message, then click [Disconnect].

When the disconnection is complete, a “Disconnected successfully” message appears, and [Status] changes to Not Connected.

⚠️ Notes

  • Once disconnected, you will no longer be able to exchange messages between Slack and LegalOn.

  • Slack threads and messages from before the disconnection will remain viewable.

  • If you reconnect to the same workspace, previous Slack threads will resume.

  • If you connect to a different workspace, previous message history will not be available.


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