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[New] How to integrate Slack with LegalOn

Updated over 2 weeks ago

This article explains the features of the new LegalOn. For information on the current version’s product features, please refer to this page.

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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