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This document outlines the necessary settings and basic usage methods for first-time users of LegalOn.
Common Setup Items (Applies to All Modules)
To use LegalOn, please complete the setup following the steps below.
1. For New Users from now on
This explains the concepts behind LegalOn modules, Admin role, and terms like workspaces. Please read this section to understand the basics before starting.
2. Initial Setup
To upload contracts, setup is required.
Please follow the steps below.
Required Setup for Contract Module
For Matter Management Users
For E-Signature Users
Basic Usage Guide
We will guide you through the basic usage of each Module.
Matter Management: Create a new case by Send email
Review: How to Use Contract Risk Check
E-Signature: How to Use Signature Requests
Contract Management:
*Help pages for each link can be accessed after your Login to LegalOn.
We have a support desk available. Please feel free to contact us if you have any concerns.