Getting Started with App4Legal

Welcome to the Getting Started User Guide for App4Legal! 

This guide will provide you with some instructions and tips to ensure a smooth onboarding experience.

Here are the key topics covered:

• Account Setup:

Learn how to create your account, set up your profile, and customize your personal preferences to tailor App4Legal to your needs.

Setup your instance     Setup your billings

• Managing Matters/Contracts:

Explore how to create and manage matters/contracts, including adding important details, tracking progress, linking documents, and managing related tasks and reminders.

Manage Corporate Matters     Manage Litigation Cases     Manage Contracts

• Collaboration and Communication:

Discover how to collaborate with colleagues and external stakeholders, including sharing documents, assigning tasks, and using the discussion board for effective communication.

Manage Tasks     Client Portal     Advisor Portal

• Calendar and Reminders:

Learn how to utilize the calendar feature to schedule and manage important events, set reminders, and stay organized with your legal activities and deadlines.

Sync Calendar     Automate7 Tasks and Reminders

• Document Management:

Understand how to upload, organize, and securely store your legal documents, as well as track version history and access document templates.

Manage Documents     Cloud Document Management Solution

• Reporting and Analytics:

Discover the reporting capabilities of App4Legal, including generating custom reports, tracking key metrics, and gaining insights into your legal operations.

Reports     Dashboards

• Integrations and Mobile Access:

Explore the available integrations with other tools and platforms, as well as how to access and use App4Legal on your mobile device.

Add-ons & Integrations      A4L Mobile App

Let's get started!