This article explains the features of the new LegalOn. For information on the current version’s product features, please refer to this page.
This article explains how to communicate with stakeholders about a matter using the [Timeline] and [Email] tabs on the matter detail page.
Overview: Timeline and Email Threads
You can view communications related to a matter from the [Timeline] and [Mail] tabs on the matter detail page.
Use the Timeline tab for communication between Matter Management users.
Use the Mail tab to send messages to external recipients via email. The Timeline tab can also be used to send emails.
If you’ve integrated LegalOn with Slack, you can also use the [Slack] tab. For details, see: Manage matters via Slack.
Requirements
File formats: Refer to [Supported file types for uploading to LegalOn].
File size limits:
Action | Max file size | Total upload limit | Max file count |
Sending via Email | ~10MB | ~10MB total | Up to 10 files |
Posting via Timeline | 100MB per file | Up to 200MB total | Up to 10 files |
File name | Up to 200 characters (including extension) |
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Sending a message via the Timeline
Go to [Matters] and click the relevant matter.
Click the [Timeline] tab.
Enter your message in the input field.
To attach files, click the [Clip] icon.
Mention a user by typing
@username.Mentioned users will be notified via email or with a red badge on the global notification bell.
For notification settings, see Notification settings for Matter Management (User Settings).
Click [Post].
All messages sent or received will be displayed in the Timeline.
💡 Info
Toggle [Show detailed history] at the bottom of the message form to view user action history.
Sending an Email via the Mail tab
Use the Mail tab when you need to contact someone outside of your Matter Management user group.
Go to [Matters] and click the relevant matter.
In the [Mail] tab, click [Compose a new email].
Enter the subject and message.
To attach files, click the [Clip] icon.
Click [Send]. A new email thread will be created.
To reply to an inquiry and create a new matter, see Create and manage matters from email requests.
Emails are displayed in both the [Timeline] and [Mail] tabs.
💡 Info
When typing in the To or Cc field, up to 10 suggestions will appear, including:
Email addresses of LegalOn users.
Previously contacted non-user email addresses.
If no text is entered, a list of known addresses will appear alphabetically.
Viewing uploaded files
Files (e.g., contracts) attached during communications are automatically uploaded to the matter’s workspace in LegalOn.
View from the Matter detail page
Click [Linked Files] on the right side of the matter detail page.
All linked files will be listed.
Click a file name to open the file detail page.
View from Timeline or Mail
Click the arrow icon next to an attached file in the Timeline or Mail tab to open its detail screen.
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