Getting Started
We understand that law firms have unique needs compared to other businesses. That’s why we take the time to speak with every prospective client, learn about their operations, and identify what they need in a practice management system. This approach allows us to deliver a tailored solution designed to meet their specific requirements.
LegalOffice is a sophisticated business system designed specifically for law firms. To ensure you get the most out of it, we believe in mutual understanding—while we learn about your business, you’ll also gain a deeper understanding of our product. That’s why we like to build a personal connection and deliver tailored training for you and your team.
Once completed, you’ll be fully equipped to start using and benefiting from LegalOffice.
Whether you prefer our cloud application, a local installation, or a private cloud solution, LegalOffice is ready for you. Click here to discover the option that suits you best.
All new CloudApp customers enjoy a free one-month trial. If you decide not to continue after the trial, there’s no obligation—simply walk away.
If you’re new to LegalOffice, get started by contacting us here now for more information or to arrange a demo today.
If you are an existing LegalOffice user, the best place to start is with our Guide to Workspace
Articles
- Workspace
- Clients
- Add a Client
- Add a Client using information received from a third party
- Edit a Client
- Add/Edit Client Address, Phone or E-Mail records
- Add/Edit Client Relationships
- Client Records (Deeds and Wills)
- Client AML
- Client Inquiry
- Renumber a Client
- Merge duplicate Identities
- Annual Reporting Statement
- Client Security
- Client Referral Code Maintenance
- Matters
- Document Management
- Does your Firm need a DMS?
- Explaining the DMS tabs
- Quick Guide – Saving any document to the DMS
- Saving a Word document to the DMS
- Saving Emails to the DMS
- Document Text Searching
- Editing document stored in DMS
- Change a document’s metadata or filename
- DMS Views
- DMS Error codes
- Sharing DMS Documents with a third party
- Import a folder of documents
- Outlook – show files that have been saved to the DMS
- Adding DMS metadata to the header/footer section of a Word or Excel file
- Time
- Costs and Disbursements
- Billing
- Payment Requests
- Receipt Requests
- Journal Requests
- Time Write Off Requests
- Transactions
- Mortgage Manager
- Trust Register
- System
- Account Rendered Notices
- AML Manager
- Authors
- Author Budgets
- Author Type Maintenance
- Additional Charge Rate Codes
- Activity Code Maintenance
- Creditor Ledger
- IBD Manager Investment Income Reporting Facility
- Installing the LegalOffice CloudApp
- International language packs
- MailMerge
- Matter File Closure
- Microsoft Office Addins
- Precedent Templates
- Smart Docs Precedent Templates
- Software Updates
- Task Sets
- Task Groups
- Users
- User Security
- Users MFA
- General Documentation
- Reporting