How to's
Answers to frequently asked questions.
By Huzayfah1 author80 articles
- 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
- Advanced search by UFN
- Access the hosted desktop/OneOffice
- Adjusting security profile permissions
- Centralise tasks and matter management
- Global document search
- View and manage client search
- Using the MLS Client portal
- AML check with Legal Bricks
- Crime Legal Aid training
- Provide third party access to log support cases
- Add or Remove a user
- Rename an existing user
- License amendments
- Change the Default File History Folder
- Check a User's ALCM Usage
- View outstanding tasks
- Provide temporary user access
- Add multiple clients to a matter