LegalOn Technologies

Step-by-step guidance for every feature in your AI-powered contract review platform.

Products (LegalOn) 

What is LegalOn?

About LegalOn

Set up and administer LegalOn: users, security, settings, integrations, and the API.

Getting Started (For IT & Module Admins)

Understanding Administrator roles, User types, and Access permissions

Learn how to update the domain portion of email addresses used in LegalOn.

How to Change an Email Address Domain

Invite and manage users, roles, permissions, groups, and licenses.

User Management

System Requirements for LegalOn

Initial setup and basic usage guide for IT administrator

Connect Microsoft Teams with LegalOn

Manage workspaces, departments, company information, and bulk administration tasks.

System Settings

How to set up Single sign-on (SSO)

How to set up Single sign-on (SSO) in with Microsoft Entra ID

How to set up Single sign-on (SSO) with Okta

How to restrict IP addresses

How to set up Multi-Factor Authentication

How to Create and Download Audit Logs

How to Use Audit Logs

Understanding the Audit Log screen

How to Set Up Google Sign-In

 Configure SSO, multi-factor authentication, IP restrictions, and audit logs.

Security Settings

How to integrate Slack with LegalOn

How to Connect Slack Private Channels with LegalOn

External Integrations

An overview of the LegalOn API with links to setup guides, help articles, and the Developer Portal.

LegalOn API: Overview & Getting Started

Set up API access and manage credentials.

LegalOn API

How to add the Word Add-in

Installing the Word Add-in when Microsoft 365 permissions are centrally managed

How to update the Word Add-in when deployed organization-wide in Microsoft 365

Required Technical Settings for Using LegalOn Contract AI

Add-ins

How to log in when Multi-Factor Authentication (MFA) is enabled

Learn the basics of signing in and working in LegalOn.

Getting Started

Change or reset your password

Sign in with LegalOn

Sign out of LegalOn

How to Change Your Email Address

Account Management

Upload contracts and templates, then organize, version, and manage your files.

Uploading Contracts & Templates

View or download deleted finalized contracts

Upload, download, and delete files, and fix upload or preview issues.

Manage Contracts

Connect DocuSign with LegalOn

Update settings for your e-signature integration

Pause or resume e-signature service integration

Connect and manage your e-signature integration with LegalOn.

E-signature integration

Troubleshooting DocuSign integration errors

Resolve common e-signature integration issues.

Troubleshooting

Receive, track, and manage matters from intake to completion.

Manage Matters

This article can be shared with system administrators who do not have a LegalOn account. Please use this information when requesting in-house setup.

Adding an intake mail address for any domain

Configure how matters work for your team.

Matter Settings

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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