Access Legal Case Management

If you are receiving persistent error messages try the steps below as these resolve issues a lot of the time.

Error messages

Can't login

Initial data not loaded

Slowness

Dictation stuck on calculating

Footpedal not working

Emails stuck in draft folder

Bundle items missing

Email Signature Images Saving Onto File History

Unable to check in a checked out document

Live Matter List giving unusual results

Information not saving when running an item from workflow

User not showing on opportunities drop down list

Initials not showing in team member section for chosen department

Reopened matters don't show when you search for them

Review note button not showing

Huzayfah Patel

Troubleshooting

📃 Privacy Policy

Useful Links

🔧 Access Legal StatusHub

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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.

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

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

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