Getting Started
We recognise Law firms are different to other businesses. That is why we talk to each new prospective client, we find out about their business and determine what they are looking for in a practice management system. That enables us to provide a solution configured to meet their specific requirements.
LegalOffice is a sophisticated business system for law firms. To get the most from it, as well as us understanding your business, a client needs to understand our product. We visit every client, to meet you as a person, to put a face to the name and to provide training to you and your staff.
Once that is done, you will be ready to start using and working with LegalOffice.
Whether you want a cloud application, a local install or a private cloud solution, LegalOffice is available to you now. Click here to find out which way suits you best.
All new CloudApp customers get a free one month trial. If at the end of the trial you decide not to continue, you can just walk away.
So, if you’ve never used LegalOffice before, start things rolling by contacting us here now for more information and to arrange a demo.
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
- Microsoft Office Addins
- Precedent Templates
- Smart Docs Precedent Templates
- Software Updates
- Task Sets
- Task Groups
- Users
- User Security
- Users MFA
- General Documentation
- Reporting