How to's
Answers to frequently asked questions.
Add the Outlook add-in ribbon
Associate an email to a matter using the Outlook add-in
Enhancement/Wish requests
Using Sign and Share
Adding a document to the Document Register
Crime Billing - Client set up for Legal Aid
Crime Billing - Matter Creation
Request searches with the Legal Bricks integration
Use the DocuSign integration to send a document to sign
Update main property details
How to clear browsing cache
View and manage time and work done
Share workflow screens via MLS portal
View searches requested through Legal Bricks
Use the Land Registry online portal
Use the Land Registry submission manager
Crime Billing - Ensuring the Client initials are on the matter for Billing
Create new Opportunities
Customise dashboard widgets
Receive the signed document using the Docusign integration
Crime Billing - UFN Creation
Using Legal Aid
Create a PDF bundle
Using MyLegalSpace
Amend bundle for Children Social Care
Delete the Outlook add-in
Create workflows in the Opportunities module
Assign ID documentation against the client record
Set up your branding on My Legal Space
Use the Access Legal Mobile to send emails and review information
Use Web Quote to customise your quotes to your needs
Sharing documents via OneDrive
Set up departments and categories
DPS Mobile - Record dictation
Enable Case Security
Client and matter conflict search
Update embedded letterhead
DPS Mobile - Record time
Add a new Client
Time Recording has a future date
Xdraft item
Viewing Existing/Pending Opportunities
Document search using Unique ID
Provide real-time case updates and timeline progression
My Legal Space client login
Share milestones in My Legal Space
Add new fields using Screen Designer
Automate your workflows
Add documents to the file history
Split email in attachments automatically
New version
Default to using fee earner initials on file
View the forms library
Become paper-light
Digitise client onboarding
Receive an instant Conveyancing quote using Web Quote
Streamline your conveyancing quotes
Manage document version control
Build custom forms in My Legal Space
Utilise reporting and business intelligence tools to analyse performance
Standardise your documents and templates
Streamline workflow processes for greater efficiency
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