Getting started
What LegalBook is, how your firm is set up, signing in, the app on your phone and finding your way.
- What is LegalBook?An operations platform plus a managed workforce for independent law firms, and what it does and does not do.
For: OwnerAttorneyStaffClient
- How LegalBook sets up your firmLegalBook creates your firm, your lawyer becomes its owner, and a 33-step onboarding checklist takes it from setup to live.
For: Owner
- Offices for each locationA location is an office of one firm; how to add offices and assign matters and work queues to them.
For: OwnerStaff
- Signing in and two-step verificationOne LegalBook account, a required second step for everyone who works in the firm, and why some actions ask you to sign in again.
For: OwnerAttorneyStaffClient
- Installing LegalBook on your phoneLegalBook works in your phone's browser and can be added to your home screen, where it opens full screen like an app.
For: OwnerAttorneyStaffClient
- Finding your wayWorkspaces by role, the app switcher, the firm strip, search, notifications and keyboard shortcuts.
For: OwnerAttorneyStaff