The LegalBook manual
How LegalBook works, for the people who use it: firm owners, attorneys, front office and production staff, and clients. Search for a task, start from your role, or browse by category.
- Pages
- 60
- Categories
- 15
Start here by role
Firm owners
- What is LegalBook?
- How LegalBook sets up your firm
- Offices for each location
- Signing in and two-step verification
- Installing LegalBook on your phone
- Finding your way
- The reception workspace
- Text messages and the shared inbox
and 34 more in the categories below
Attorneys
- What is LegalBook?
- Signing in and two-step verification
- Installing LegalBook on your phone
- Finding your way
- Conflict checks
- Attorney review and engagement
- People, households and duplicates
- The matter record
and 18 more in the categories below
Front office and production staff
- What is LegalBook?
- Offices for each location
- Signing in and two-step verification
- Installing LegalBook on your phone
- Finding your way
- The reception workspace
- Handling calls, callbacks and voicemail
- Text messages and the shared inbox
and 30 more in the categories below
Browse by category
§ 1 · 6 pages
Getting started
What LegalBook is, how your firm is set up, signing in, the app on your phone and finding your way.
§ 2 · 4 pages
Reception and telephony
The reception workspace, handling calls, callbacks and voicemail, text messages, phone numbers and routing.
§ 3 · 4 pages
Intake and conflicts
Prospects and questionnaires, conflict checks, attorney review and engagement, people and households.
§ 5 · 5 pages
Documents and evidence
Versions, requests to clients, scanning and quarantine, signed links, translation and signatures.
§ 6 · 4 pages
Workflows and playbooks
How workflows run, the immigration packs, playbooks and procedures, training and certifications.
§ 7 · 5 pages
Work queues and QA
Work items and queues, service levels and escalations, quality review, complaints and the supervisor console.
§ 8 · 3 pages
Scheduling and deadlines
Appointments and availability, deadlines and docketing, reminders and calendars.
§ 9 · 4 pages
Client portal
Using the portal as a client, representatives and household members, managing access, and what clients can see.
§ 10 · 6 pages
Administration
Users and roles, firm settings, logos, notifications, the audit log, dashboards and reports.
§ 11 · 5 pages
Integrations
How sync works, Clio Manage, webhooks and website forms, importing, and the status of each provider.
§ 13 · 4 pages
Security and privacy
How firm data is protected, retention, legal holds and exports, support access and data classification.
Some pages describe capabilities that are not available yet; they say so in a banner at the top. See the implementation status of every capability.