This article explains the features of the new LegalOn. For information on the current version’s product features, please refer to this page.
This section explains the elements of the Home page and specifies which features are available to each user type.
Elements of the Home page
The LegalOn Home page contains LegalOn Assistant, Shortcuts, Global Menu, and Notifications Side Panel. The menus and shortcuts you see vary depending on your subscription and user type.
LegalOn Assistant
To use LegalOn Assistant, enter your question and click the Send button to switch to full-screen mode. You can ask questions, start tasks, upload documents, and receive review-ready results, directly from the Home page.
💡Info:
This is visible only to users with a LegalOn Assistant: Pro/Standard license.
Shortcuts
Shortcuts provide one-click access to key features or tasks, such as reviewing contracts, managing playbooks, or drafting from templates. The shortcuts displayed vary depending on the licenses included in your contract.
Global menu
The Global Menu provides access to various features.
⚠️ Note:
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The menus you can view and use depend on your user type and administrator role:
Menu | Description | Applicable licenses |
Home | - Incident information - Important announcements, etc. | All users |
Matters | - Matter creation - Matter request forms - Matter management, etc. | Matter Management: Pro/Standard |
Contracts | - Contract upload - Contract review - Contract information editing, etc. | All users |
LegalOn templates | - LegalOn templates | LegalOn template |
Alert settings | - Manage LegalOn Alert / My Playbooks | Review |
Admin settings | License settings - Tenant name, Tenant ID - Contract license usage (Module, Status, User type, Number of Licenses in use, Number of Licenses held) - Option feature usage
Module settings - Matter Management (*1): - Matter status - Matter custom fields - Email notifications to requesters - Matter request form - IP Address restriction - Matter request email address - Domain restriction - Matter request workspace
Admin settings - Invite/Edit/Deactivate Users - Create/Edit/Delete User groups - Create/Move/Edit/Share Workspaces - Create Departments (*2) - Multi-Factor authentication - SSO Settings - Slack integration (*3) | — |
*1 Only Module Administrators of tenants with the Matter Management module can view and use this.
*2 Department creation is only displayed and usable by IT Administrators of tenants with the Matter Management module.
*3 Slack settings are only displayed and usable by IT Administrators of tenants with the Matter Management module.
Notifications Side Panel
This panel is only visible to Matter Management and Contract Management users. Click the Notifications button to open the side panel. Toggle between the Overview tab, which shows the number of ongoing matters and contracts that need attention, and the Activity tab, which displays messages about new matters, review comments, and more.
Overview Tab
This tab allows you to review matters and contracts that require your attention.
Click each item to open the related list screen.
Section |
| Description | Users who can access the menu and list screens |
Matters | My Matters | Displays the number of matters where: • You are the matter assignee • Status is other than “Completed” • Categorized by: Due in 3 days, due today and overdue. | Matter Management: Pro |
Contracts | All Contracts | Displays the number of executed contracts with “Active” status where:
• You have at least “Viewer” access
• Renewal rejection deadline is within 60 days with Auto-renewal set to “Yes” - or - • Contract end date is within 60 days with Auto-renewal set to “No” | Contract Management |
Contracts | Contracts I worked on | Displays the number of executed contracts with “Active” status where:
• You are the assignee
• You have at least “Viewer” access
• Renewal rejection deadline is within 60 days with Auto-renewal set to “Yes” - or - • Contract end date is within 60 days with Auto-renewal set to “No”
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Activity Tab
Notifications related to matters, such as mentions and comments are displayed here. You can switch between “Unread” and “All” to view the notifications.
⚠️ Note:
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